Sales Administrator (Job Role)
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.
Role Hierarchy
The Sales Administrator job role directly and indirectly inherits these roles.
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Sales Administrator
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Access Groups Enablement
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Business Intelligence Consumer
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Channel Deal Registration Management
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Consume Signals Events
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Contract Amendment
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Contract Authoring
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Contract Search and View Access
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Item Inquiry
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Negotiation Viewing
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Contract Setup
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Resource Administration
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Application World Reference Administration
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Manage Users
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Manage User Account
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Edit User Name
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Manage User Roles
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Use REST Service - Public Workers Read Only
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Use User Details Service
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Contract Terms and Conditions Override Controls
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Conversation Message Administration
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Customer Self-Service Administration
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Data Integration Management
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Delete CRM documents on content server
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Download data for Sales Account Custom Object Export
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Employee Resource Administration
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Resource Administration
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Application World Reference Administration
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Manage Users
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Manage User Account
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Edit User Name
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Manage User Roles
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Use REST Service - Public Workers Read Only
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Use User Details Service
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Functional Setups
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Incentive Compensation Administration
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Interview Definition Authoring
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Interview Definition Managing
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Interview Definition Publishing
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Interview Definition Viewing
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Item Inquiry
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Lead Registration Processing
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MDF Budget Maintenance
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MDF Utilization
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Nonstandard Contract Terms and Conditions Authoring
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Opportunity Administration
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Opportunity Channel Administration
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Partner Deal Registration Management
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Personal Campaign Management
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Resource Organization Administration
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Resource Team Administration
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Sales Administrative Transaction Analysis
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Business Intelligence Authoring
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Sales Change History Inquiry
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Sales Forecasting Delegated Management
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Sales Lead Follow Up
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Sales Lead Follow Up Management
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Sales Lead Processing
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Sales Lead Qualification
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Sales Lead Qualification Supervision
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Trading Community Import Batch Management
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Trading Community Import Process Management
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Sales Party Administration
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Functional Setups
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Sales Party Management
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Sales Party Review
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Contract View Access Across All Contracts
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Item Inquiry
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Negotiation Viewing
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Trading Community Import Batch Management
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Use User Details Service
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Trading Community Data Quality Administration
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Trading Community Import Batch Management
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Sales Party Management
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Sales Party Review
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Contract View Access Across All Contracts
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Item Inquiry
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Negotiation Viewing
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Trading Community Import Batch Management
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Use User Details Service
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Service Availability Management
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Service Profile Administration
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Service Request Administrator
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Service Generative AI Administrator
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Service Generative AI User
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Service Status Computation
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Setup Customer Center
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Functional Setups
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Subscription Amendment
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Subscription Authoring
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Subscription Sales View
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Item Inquiry
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Subscription Search and View Access
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Item Inquiry
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Subscription Setup
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Territory Management Enterprise Administration
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Functional Setups
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Quota Management Enterprise Administration
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Manage Users
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Manage User Account
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Edit User Name
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Manage User Roles
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Use REST Service - Public Workers Read Only
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Quota Management Export Import
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Quota Management Setup
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Quota Export Management
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Territory Management Export Import
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Territory Management Setup
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Quota Export Management
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Quota Management Setup
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Quota Export Management
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Territory Management T2P Migration
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Trading Community Import Batch Management
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Upload data for Access Groups Import
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Upload data for Action Import
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Upload data for Action Plan Import
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Upload data for Appointment Import
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Upload data for Assignment Rule Import
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Upload data for CSS Roles Import
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Upload data for Campaign Import
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Upload data for Category Import
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Upload data for Channel Import
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Upload data for Classification Code Import
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Upload data for Common Custom Object Import
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Upload data for Consumer Import
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Upload data for Customer Hierarchy Import
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Upload data for Customer Hierarchy Member Import
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Upload data for Customer Import
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Upload data for Data Visualization Configuration Import
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Upload data for Deal Registration
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Upload data for Employee Resource Import
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Upload data for Event Team Members Import
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Upload data for Events Import
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Upload data for Group Customer Import
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Upload data for Inbound Messages Import
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Upload data for Interaction Import
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Upload data for IoT Asset Relation Import
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Upload data for IoT Registration Request Import
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Upload data for Lead Import
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Upload data for MDF Budget Import
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Upload data for MDF Claim Import
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Upload data for MDF Request Import
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Upload data for Message Import
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Upload data for Note Import
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Upload data for Opportunity Custom Object Import
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Upload data for Opportunity Import
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Upload data for Price Book Import
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Upload data for Product Group Import
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Upload data for Product Import
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Upload data for Queue Import
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Upload data for Quota Import
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Upload data for Resource Capacities Import
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Upload data for Resource Team Import
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Upload data for Sales Account Resource Team Import
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Upload data for Sales Business Plan Import
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Upload data for Sales Objectives Import
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Upload data for Sales Orchestrations Import
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Upload data for Sales Orders Import
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Upload data for Sales Promotions Import
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Upload data for Service Custom Object Import
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Upload data for Service Request Import
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Upload data for Simplified Account
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Upload data for Simplified Contact
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Upload data for Simplified Household
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Upload data for Source System Reference Import
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Upload data for Standard Text Import
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Upload data for Task Import
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Upload data for Template Import
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Upload data for Territory Import
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Upload data for Vehicles Import
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Upload data for Web Activity Import
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Workforce Profile Administration
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Duties
This table lists the duties assigned directly and indirectly to the Sales Administrator job role.
Duty Role | Description |
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Access Groups Enablement |
Enables the Access Groups functionality. |
Application World Reference Administration |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Business Intelligence Authoring |
An author of Business Intelligence reports as presented in the web catalog. The role allows authoring within Business Intelligence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
Business Intelligence Consumer |
A role required to allow reporting from Business Intelligence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. This role allow you to run reports from the web catalog but it will not allow a report to be authored from a subject area. |
Channel Deal Registration Management |
Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes. |
Consume Signals Events |
Duty role to consume business events for integration when a new object is created, updated, or deleted. |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
Contract Setup |
Contract Setup |
Contract Terms and Conditions Override Controls |
Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Conversation Message Administration |
Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message. |
Customer Self-Service Administration |
Manages the provisioning and approval of self service registration requests |
Data Integration Management |
This role allows setup and management of data integration maps and instances. |
Delete CRM documents on content server |
Allows to delete CRM content on content server. |
Download data for Sales Account Custom Object Export |
Allows to download data exported from Sales Account Custom Object related data. |
Employee Resource Administration |
Administers HCM worker information. |
Functional Setups |
Uses the functional user overview, and assigned tasks, and task lists. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Interview Definition Authoring |
Manage access for authoring Interview definitions. |
Interview Definition Managing |
Manage access for deleting and forcing checkout of Interview definitions. |
Interview Definition Publishing |
Manage access for publishing and unpublishing Interview definitions. |
Interview Definition Viewing |
Manage access for viewing Interview definitions. |
Item Inquiry |
Queries and views items in the enterprise. |
Lead Registration Processing |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
MDF Utilization |
Creates and manages MDF requests and claims for marketing activities. |
Manage User Account |
Manages user roles. |
Manage Users |
Creates and updates users and assigns roles to users. |
Negotiation Viewing |
View the negotiation summary and details pages. |
Nonstandard Contract Terms and Conditions Authoring |
Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Partner Deal Registration Management |
Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates. |
Personal Campaign Management |
Manages secured personal campaigns used to promote products or events to specific customers. |
Quota Export Management |
Manages bulk export of all sales territory quota related objects. |
Quota Management Enterprise Administration |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup. |
Quota Management Export Import |
Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import. |
Quota Management Setup |
Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry. |
Resource Administration |
Administers resource information. |
Resource Organization Administration |
Administers resource organizations. |
Resource Team Administration |
Defines resource teams. |
Sales Administrative Transaction Analysis |
BI duty role to administer analysis in all key areas in Sales, including but not limited to Revenue, Quota, Forecasting and Territory. Maps to Sales Administrator role |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
Sales Forecasting Delegated Management |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users. |
Sales Lead Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Sales Lead Follow Up Management |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Sales Lead Processing |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Sales Lead Qualification |
Qualifies sales leads to determine the sales readiness of the lead. |
Sales Lead Qualification Supervision |
Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Service Availability Management |
Manage the service availability data including reading and writing the availability of a service. |
Service Generative AI Administrator |
Administer activities related to Service Gen AI APIs such as configuration of prompts across all areas of Oracle Fusion Service, such as Service Center, Knowledge, and Chat. |
Service Generative AI User |
Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model. |
Service Profile Administration |
Manages all aspects of the Service Profile object, including deleting a service profile. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Service Status Computation |
Perform actions required to determine the availability of a service. |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Subscription Authoring |
Authors subscriptions |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
Subscription Setup |
Handles the setup required for subscriptions. |
Territory Management Enterprise Administration |
Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration. |
Territory Management Export Import |
Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Territory Management T2P Migration |
Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production. |
Trading Community Data Quality Administration |
Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations. |
Trading Community Import Batch Management |
Manages trading community data import batches. |
Trading Community Import Process Management |
Manages trading community data import batch processes. |
Upload data for Access Groups Import |
Allows to upload data file to import Access Groups. |
Upload data for Action Import |
Allows to upload data file to import Action related data. |
Upload data for Action Plan Import |
Allows to upload data file to import action plan related data. |
Upload data for Appointment Import |
Allows to upload data file to import Appointment related data. |
Upload data for Assignment Rule Import |
Allows to upload data file to import Assignment Rule related data. |
Upload data for CSS Roles Import |
Allows to upload data file to import CSS Roles related data. |
Upload data for Campaign Import |
Allows to upload data file to import campaign related data. |
Upload data for Category Import |
Allows to upload data file to import category related data. |
Upload data for Channel Import |
Allows to upload data file to import channel related data. |
Upload data for Classification Code Import |
Allows to upload data file to import classification code related data. |
Upload data for Common Custom Object Import |
Allows to upload data file to import Common Custom Object related data. |
Upload data for Consumer Import |
Allows to upload data file to import Consumer related data. |
Upload data for Customer Hierarchy Import |
Allows to upload data file to import Customer Hierarchy related data. |
Upload data for Customer Hierarchy Member Import |
Allows to upload data file to import Customer Hierarchy Member related data. |
Upload data for Customer Import |
Allows to upload data file to import Customer related data. |
Upload data for Data Visualization Configuration Import |
Allows to upload data file to import Data Visualization Configuration related data. |
Upload data for Deal Registration |
Allows to upload data file to import deal registration related data. |
Upload data for Employee Resource Import |
Allows to upload data file to import Employee Resource related data. |
Upload data for Event Team Members Import |
Allows to upload data file to import Event Team Members related data. |
Upload data for Events Import |
Allows to upload data file to import Events related data. |
Upload data for Group Customer Import |
Allows to upload data file to import group customer related data. |
Upload data for Inbound Messages Import |
Allows to upload data file to import Inbound Messages related data. |
Upload data for Interaction Import |
Allows to upload data file to import Interaction related data. |
Upload data for IoT Asset Relation Import |
Allows to upload data file to import IoT Asset Relation related data. |
Upload data for IoT Registration Request Import |
Allows to upload data file to import IoT Registration Request related data. |
Upload data for Lead Import |
Allows to upload data file to import Lead related data. |
Upload data for MDF Budget Import |
Allows to upload data file to import MDF Budget related data. |
Upload data for MDF Claim Import |
Allows to upload data file to import MDF Claim related data. |
Upload data for MDF Request Import |
Allows to upload data file to import MDF Request related data. |
Upload data for Message Import |
Allows to upload data file to import message related data. |
Upload data for Note Import |
Allows to upload data file to import Note related data. |
Upload data for Opportunity Custom Object Import |
Allows to upload data file to import Opportunity Custom Object related data. |
Upload data for Opportunity Import |
Allows to upload data file to import Opportunity related data. |
Upload data for Price Book Import |
Allows to upload data file to import Price Book related data. |
Upload data for Product Group Import |
Allows to upload data file to import Product Group related data. |
Upload data for Product Import |
Allows to upload data file to import product related data. |
Upload data for Queue Import |
Allows to upload data file to import queue related data. |
Upload data for Quota Import |
Allows to upload data file to import quota related data. |
Upload data for Resource Capacities Import |
Allows to upload data file to import Resource Capacities related data. |
Upload data for Resource Team Import |
Allows to upload data file to import Resource Team related data. |
Upload data for Sales Account Resource Team Import |
Allows to upload data file to import Sales Account Resource Team related data. |
Upload data for Sales Business Plan Import |
Allows to upload data file to import sales business plan related data. |
Upload data for Sales Objectives Import |
Allows to upload data file to import sales objectives related data. |
Upload data for Sales Orchestrations Import |
Allows to upload data for Sales Orchestrations |
Upload data for Sales Orders Import |
Allows to upload data file to import Sales Orders related data. |
Upload data for Sales Promotions Import |
Allows to upload data file to import Sales Promotions related data. |
Upload data for Service Custom Object Import |
Allows to upload data file to import service custom object related data. |
Upload data for Service Request Import |
Allows to upload data file to import service request related data. |
Upload data for Simplified Account |
Allows to upload data file to import simplified account related data. |
Upload data for Simplified Contact |
Allows to upload data file to import simplified contact related data. |
Upload data for Simplified Household |
Allows to upload data file to import simplified household related data. |
Upload data for Source System Reference Import |
Allows to upload data file to import Source System Reference related data. |
Upload data for Standard Text Import |
Allows to upload data file to import Standard Text related data. |
Upload data for Task Import |
Allows to upload data file to import Task related data. |
Upload data for Template Import |
Allows import for template. |
Upload data for Territory Import |
Allows to upload data file to import territory related data. |
Upload data for Vehicles Import |
Allows to upload data file to import Vehicles related data. |
Upload data for Web Activity Import |
Allows to upload data file to import web activity related data. |
Workforce Profile Administration |
Performs administrative duties for workforce talent profiles. |
Aggregate Privileges
This table lists aggregate privileges assigned directly and indirectly to the Sales Administrator job role.
Aggregate Privilege | Description |
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Edit User Name |
Updates the user name associated with a person. |
Manage User Roles |
Allows management of user roles assignments. |
Use REST Service - Public Workers Read Only |
Allows the user to call the GET method associated with the Public Workers REST Service. |
Use User Details Service |
Creates or updates users during person synchronizations. |
Privileges
This table lists privileges granted to duties of the Sales Administrator job role.
Granted Role | Granted Role Description | Privilege | Privilege Description |
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Application World Reference Administration |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Manage Application Reference Currency |
Manage currencies used by applications. |
Application World Reference Administration |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Manage Application Reference ISO Language |
Manage ISO Languages used by applications. |
Application World Reference Administration |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Manage Application Reference Industry |
Manage Industries used by applications |
Application World Reference Administration |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Manage Application Reference Language |
Manage Languages used by applications |
Application World Reference Administration |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Manage Application Reference Natural Language |
Manage Natural Languages used by applications |
Application World Reference Administration |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Manage Application Reference Territory |
Manage Territories used by applications |
Application World Reference Administration |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Manage Application Reference Timezone |
Manage Timezones used by applications |
Channel Deal Registration Management |
Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes. |
Approve Deal Registration Extension |
Allows approving, rejecting a deal registration extension request. |
Channel Deal Registration Management |
Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes. |
Approve Partner Deal |
Allows approving, rejecting or returning a submitted deal registration. |
Channel Deal Registration Management |
Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes. |
Check for Duplicate Opportunities |
Allows checking for duplicate opportunities. |
Channel Deal Registration Management |
Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes. |
Convert Partner Deal to Opportunity |
Allows converting deal registration to a opportunity. |
Channel Deal Registration Management |
Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes. |
Match Accounts and Contacts |
Allowing finding duplicate accounts and contacts. |
Channel Deal Registration Management |
Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes. |
Update Deal Registration Extension |
Allows updating a deal registration extension request. |
Channel Deal Registration Management |
Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes. |
View Partner Deal Social Tab |
Controls the social tab in the deal registration UI |
Consume Signals Events |
Duty role to consume business events for integration when a new object is created, updated, or deleted. |
View Sales Data for Signals Business Events |
Allows viewing sales data that was generated by the signals process. |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Amend Contract |
Provides access to the amend and revert actions. |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Cancel Contract |
Allows the cancellation of contracts and contract lines. |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Close Contract |
Allows the closing of contracts and contract lines. |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Create Contract |
Provides ability to initiate contract creation. |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Create Contract Deliverable |
Allows creation of a contract deliverable. |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Delete Contract |
Allows the deletion of draft or canceled contracts. |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Delete Contract Documents |
Not Available |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Delete Supporting Documents |
Not Available |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Edit Contract |
Allows the editing of contracts, as well as other contract management tasks. |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Hold Contract |
Allows the application of a hold on a contract or contract line. |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Manage Contract Deliverable |
Allows the management of contract terms deliverables after contract approval. This includes setting the status, adding comments, and uploading attachments for contractual deliverables such as proof of insurance and inspections. |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Manage Contract Documents |
Not Available |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Manage Contract Template |
Allows management of a contract templates. |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Manage Customer Assets |
Allows creation and update of customer assets, related configurations and structures. |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Manage Electronic Signature |
Allows management of electronic signature on a contract. |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Manage Meter Reading History |
Allows the management of meter reading history. |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Manage Meters |
Allow the creation and update of meters. |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Manage Sales Credits |
Not Available |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Manage Supporting Documents |
Not Available |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Record Meter Readings |
Allows the recording of meter readings. |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Search Contract Template |
Allows search of a contract template. |
Contract Amendment |
Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
View Contract |
Allows viewing and printing of a contract and its history, including the contract's financial summary. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
(OBSOLETE) Manage Contract Collaborations |
Allows contract collaboration. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Assign Contract Owner |
Allows the running of the process that assigns and reassigns the contract owner. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Create Contract |
Provides ability to initiate contract creation. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Create Contract Deliverable |
Allows creation of a contract deliverable. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Create Contract in Wizard |
Provides the ability to initiate contract creation using a wizard. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Delete Contract |
Allows the deletion of draft or canceled contracts. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Delete Contract Documents |
Not Available |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Delete Supporting Documents |
Not Available |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Edit Contract |
Allows the editing of contracts, as well as other contract management tasks. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Edit Contract in Wizard |
Provides the ability to edit a contract using a wizard. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Generate PDF Contract for Text Search |
Allows the running of the process to generate PDFs of draft contracts, or contracts under amendment, so they are available during text searches. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Manage Contract Deliverable |
Allows the management of contract terms deliverables after contract approval. This includes setting the status, adding comments, and uploading attachments for contractual deliverables such as proof of insurance and inspections. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Manage Contract Documents |
Not Available |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Manage Contract Template |
Allows management of a contract templates. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Manage Contract Work Area |
Allows the navigation to the contracts work area. This work area provides quick access to relevant tasks and contracts. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Manage Customer Assets |
Allows creation and update of customer assets, related configurations and structures. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Manage Electronic Signature |
Allows management of electronic signature on a contract. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Manage Meter Reading History |
Allows the management of meter reading history. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Manage Meters |
Allow the creation and update of meters. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Manage Sales Credits |
Not Available |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Manage Supporting Documents |
Not Available |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Merge Contract |
Allows merging contracts |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Purge Contract Temporary Tables |
Purges all contract temporary tables. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Record Meter Readings |
Allows the recording of meter readings. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Renew Contract |
Allows renewal of a contract |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Search Contract Template |
Allows search of a contract template. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Search Contracts |
Allows searches in contracts. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
Send Contract Expiration Notification |
Allows the running of the process for sending automatic notifications about contracts with impending expiration dates. |
Contract Authoring |
Authors contracts, including terms and conditions, interactions, and customer account information. |
View Contract |
Allows viewing and printing of a contract and its history, including the contract's financial summary. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
Export Customer Account |
Not Available |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
Export Customer Account Contact |
Allows the export of customer account contact information. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
Export Customer Account Relationship |
Allows the export of customer account contact relationship information. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
Manage Contract Work Area |
Allows the navigation to the contracts work area. This work area provides quick access to relevant tasks and contracts. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
Search Contract Template |
Allows search of a contract template. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
Search Contract Text |
This privilege is used to search contracts by text |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
Search Contract by Text |
Allows searches in contracts by text. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
Search Contracts |
Allows searches in contracts. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
Search Customer Account Relationships |
Allows the search of customer account relationships. If assigning, also assign the ability to view the customer account relationship. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
Search Customer Account Site |
Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
Search Purchase Agreement |
Allows a procurement agent to search for purchase agreements including blankets and contracts. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
Search Trading Community Organization |
Allows the search of organizations. If assigning, also assign the ability to view the trading community organization. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
View Contract |
Allows viewing and printing of a contract and its history, including the contract's financial summary. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
View Contract Template |
Not Available |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
View Contract Terms |
Not Available |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
View Customer Account |
Allows the viewing of customer account information. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
View Customer Account Contact |
Allows the viewing of customer account contact information. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
View Customer Account Contact Responsibility |
Allows the viewing of customer account contact information. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
View Customer Account Information |
Not Available |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
View Customer Account Relationship |
Allows the viewing of customer account relationship information. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
View Customer Account Relationships |
Allows the viewing of customer account relationship information. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
View Customer Account Site |
Allows the viewing of the customer account site information. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
View Customer Account Site Use |
Allows the viewing of the customer account site use information. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
View Customer Assets |
Allows query and view of customer assets, related configurations and structures. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
View Meter Reading History |
Allow the query and view of meter reading history. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
View Meters |
Allow the query and view of meters. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
View Purchase Agreement |
Allows a user to review a blanket or contract purchase agreement. |
Contract Search and View Access |
Searches and views contracts for the assigned business units. |
View Purchase Order |
Allows a user to review a purchase order. |
Contract Setup |
Contract Setup |
(OBSOLETE) Define Contract Collaboration Configuration |
Allows the configuration of contract collaboration. |
Contract Setup |
Contract Setup |
Administer Sandbox |
Allows administration of all sandboxes. |
Contract Setup |
Contract Setup |
Build Keyword Search Index for the Contract Terms Library |
Allows the running of processes to synchronize and optimize the keyword index for clause and terms template searches in the Contract Terms Library. |
Contract Setup |
Contract Setup |
Configure Contract UI |
Allows the configuration of contract UI |
Contract Setup |
Contract Setup |
Define Endpoint and Security Policy Information |
Allows definition of endpoint and security policy information for an enterprise application. |
Contract Setup |
Contract Setup |
Define Project Contract Billing Configuration |
Allows the viewing of this task in the Functional Setup Manager. |
Contract Setup |
Contract Setup |
Generate PDF Contract for Text Search |
Allows the running of the process to generate PDFs of draft contracts, or contracts under amendment, so they are available during text searches. |
Contract Setup |
Contract Setup |
Manage All Application Profile Values |
Allows management of all application profile option settings and values at various levels to control application behavior. |
Contract Setup |
Contract Setup |
Manage Application Common Lookup |
Not Available |
Contract Setup |
Contract Setup |
Manage Application Descriptive Flexfield |
Allows management of application descriptive flexfields. |
Contract Setup |
Contract Setup |
Manage Application Document Sequence |
Manage implementation of Application Document Sequences. Document Sequences are identifiers guarenteed to be unique, time-ordered, and gapless. This is in contrast to a database sequence which (for performance purposes) may contain gaps and which might not be ordered by time of document creation. Examples would include ID numbers for traffic tickets or other legal documents where gaps in the record may trigger an investigation. |
Contract Setup |
Contract Setup |
Manage Application Document Sequence Category |
Manage document sequence categories |
Contract Setup |
Contract Setup |
Manage Application Extensible Flexfield |
Manage implementation of the Extensible Flexfield feature on a given entity. |
Contract Setup |
Contract Setup |
Manage Application Flexfield Value Set |
Allows management of value sets to validate the content of a flexfield segment. Value sets provide declarative validation for use in applications flexfield attributes and key segments. |
Contract Setup |
Contract Setup |
Manage Application Set-Enabled Lookup |
Manage sub-type entities stored in the Application Set-Enabled Lookup entity. Lookup Types are lists of values such as Days of the Week or Yes/No which can be used to validate column values. |
Contract Setup |
Contract Setup |
Manage Application Standard Lookup |
Manage sub-type entities stored in the Application Standard Lookup Values entity. Lookup Types are lists of values such as "Days of the Week" or "Yes/No" which can be used to validate columns values. |
Contract Setup |
Contract Setup |
Manage Contract Currency Conversion Rate Types |
Allows the definition of user-defined currency conversion rate types. |
Contract Setup |
Contract Setup |
Manage Contract Customer Account |
Allows the viewing of this task in the Functional Setup Manager. |
Contract Setup |
Contract Setup |
Manage Contract Customer Account Site Usages |
Allows the viewing of this task in the Functional Setup Manager. |
Contract Setup |
Contract Setup |
Manage Contract Defaults |
Allows management of contract defaults |
Contract Setup |
Contract Setup |
Manage Contract Global Employee |
Allows the viewing of this task in the Functional Setup Manager. |
Contract Setup |
Contract Setup |
Manage Contract Interaction Reference Mapping |
Allows the mapping of interaction types to applications where the interaction types can be used. |
Contract Setup |
Contract Setup |
Manage Contract Layout Templates |
Allows the viewing of this task in the Functional Setup Manager. |
Contract Setup |
Contract Setup |
Manage Contract Line Item |
Allows the viewing of this task in the Functional Setup Manager. |
Contract Setup |
Contract Setup |
Manage Contract Line Type |
Allows creating and managing of contract line types such as product and service. |
Contract Setup |
Contract Setup |
Manage Contract Note Type Mapping |
Allows creating and managing of the mapping that provides a tailored list of note type values for contracts. When no mapping is specified, note type values mapped to the object Note are used. |
Contract Setup |
Contract Setup |
Manage Contract Organization Party |
Allows the viewing of this task in the Functional Setup Manager. |
Contract Setup |
Contract Setup |
Manage Contract Party Contact |
Allows the viewing of this task in the Functional Setup Manager. |
Contract Setup |
Contract Setup |
Manage Contract Party Location |
Allows the viewing of this task in the Functional Setup Manager. |
Contract Setup |
Contract Setup |
Manage Contract Party Role and Contact Sources |
Allows the specification of the data sources for parties and contacts. A data source specifies the available list of values for parties or contacts of a given role. |
Contract Setup |
Contract Setup |
Manage Contract Payment Terms |
Allows creating and managing of payables payment terms for use in supplier contracts. |
Contract Setup |
Contract Setup |
Manage Contract Person Party |
Allows the viewing of this task in the Functional Setup Manager. |
Contract Setup |
Contract Setup |
Manage Contract Request Type |
Manage contract request types. |
Contract Setup |
Contract Setup |
Manage Contract Risk Event |
Allows creating and managing of contract risk events that can be associated to a contract. |
Contract Setup |
Contract Setup |
Manage Contract Standard Clauses, Templates, and Contract Expert Rules |
Allows the viewing of this task in the Functional Setup Manager. |
Contract Setup |
Contract Setup |
Manage Contract Type |
Allows the management of contract types to specify properties of different contracts such as the type of permitted contract lines, party roles, contract validation checks, and the contract acceptance and signature requirements. |
Contract Setup |
Contract Setup |
Manage Contract and Pricing Integration |
Not Available |
Contract Setup |
Contract Setup |
Manage Coverage Times |
Allows management of coverage times |
Contract Setup |
Contract Setup |
Manage Default Coverage |
Allows management of default coverage |
Contract Setup |
Contract Setup |
Manage Electronic Signature Setup |
Allows setting up electronic signature |
Contract Setup |
Contract Setup |
Manage Matrix Classes |
Allows creation, update, deletion, copy, and viewing of all matrix classes and child entities. |
Contract Setup |
Contract Setup |
Manage Pricing Algorithms |
Allows creation, update, deletion, copy, and viewing of all algorithms and child entities. |
Contract Setup |
Contract Setup |
Manage Service Mappings |
Allows creation, update, deletion, copy, and viewing of all service mappings and child entities. |
Contract Setup |
Contract Setup |
Manage Standard Coverage |
Allows management of standard coverage |
Contract Setup |
Contract Setup |
Manage Time Unit Mappings |
Allows management of time unit mappings |
Contract Setup |
Contract Setup |
Manage User Statuses and Transitions |
Manage user statuses and transitions |
Contract Setup |
Contract Setup |
Process Installed Base updates |
Processes installed base updates. |
Contract Setup |
Contract Setup |
Specify Customer Contract Management Business Function Properties |
Allows specifying and managing of currency conversion rules, project billing rules and default values, adoption rules for contract standards and policies, and other contract management functions during business unit setup. |
Contract Setup |
Contract Setup |
Specify Procurement Contract Management Business Function Properties |
Allows specification of supplier contract management properties during business unit setup. This includes the specification of contract standards, policies, and adoption rules. |
Contract Setup |
Contract Setup |
Track Purchasing Activity for Contract Fulfillment Line |
Allows the running of the process that retrieves the number and the status of the purchasing document created by the integrated procurement application from the contract fulfillment line. |
Contract Setup |
Contract Setup |
Update Contract Status |
Updates the status of contracts that are dependent on time. For example, updates the status to expired when the end date is reached. |
Contract Setup |
Contract Setup |
Update Enterprise Application Deployment Information |
Allows updating deployment information of an enterprise application. |
Contract Setup |
Contract Setup |
View Administration Link |
Privilege to view administration link in UI shell |
Contract Setup |
Contract Setup |
View Contract Type |
Allows viewing of the contract type and its attributes. |
Contract Terms and Conditions Override Controls |
Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions. |
Author Additional Standard Contract Terms and Conditions |
Allows authoring using standard terms and conditions in the contract. This includes adding and deleting standard clauses, selecting alternate clauses, managing sections that contain standard clauses, and moving contract terms. |
Contract Terms and Conditions Override Controls |
Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions. |
Author Nonstandard Contract Terms and Conditions |
Allows authoring of nonstandard terms and conditions in the contract. This includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms. |
Contract Terms and Conditions Override Controls |
Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions. |
Author Standard Contract Terms and Conditions |
Allows authoring of contract terms and conditions using contract terms templates defined in the Contract Terms Library. Also includes using the Contract Expert and validating the contract terms. |
Contract Terms and Conditions Override Controls |
Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions. |
Delete Contract Documents |
Not Available |
Contract Terms and Conditions Override Controls |
Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions. |
Delete Supporting Documents |
Not Available |
Contract Terms and Conditions Override Controls |
Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions. |
Manage Contract Documents |
Not Available |
Contract Terms and Conditions Override Controls |
Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions. |
Manage Supporting Documents |
Not Available |
Contract Terms and Conditions Override Controls |
Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions. |
Override Contract Terms and Conditions Controls |
Allows editing of protected clauses and deleting of mandatory clauses and sections in contract terms. |
Contract Terms and Conditions Override Controls |
Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions. |
View Contract Terms |
Not Available |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Enable Buy Intent |
Allows all actions permitted by other privileges for contracts with a buy intent. For example, granting this privilege to an individual with a view privilege permits the viewing of supplier contracts. Granting this privilege to an individual with the delete contracts privilege permits the deletion of supplier contracts. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Enable Full Access |
Not Available |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Enable Sell Intent |
Allows all actions permitted by other privileges for contracts with a sell intent. For example, granting this privilege to an individual with a view privilege permits the viewing of customer contracts. Granting this privilege to an individual with the delete contracts privilege permits the deletion of customer contracts. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Export Customer Account |
Not Available |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Export Customer Account Contact |
Allows the export of customer account contact information. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Export Customer Account Relationship |
Allows the export of customer account contact relationship information. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Generate PDF Contract for Text Search |
Allows the running of the process to generate PDFs of draft contracts, or contracts under amendment, so they are available during text searches. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Search Customer Account Relationships |
Allows the search of customer account relationships. If assigning, also assign the ability to view the customer account relationship. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Search Customer Account Site |
Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Search Purchase Agreement |
Allows a procurement agent to search for purchase agreements including blankets and contracts. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Search Trading Community Organization |
Allows the search of organizations. If assigning, also assign the ability to view the trading community organization. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Contract |
Allows viewing and printing of a contract and its history, including the contract's financial summary. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Contract Terms |
Not Available |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Customer Account |
Allows the viewing of customer account information. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Customer Account Contact |
Allows the viewing of customer account contact information. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Customer Account Contact Responsibility |
Allows the viewing of customer account contact information. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Customer Account Information |
Not Available |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Customer Account Relationship |
Allows the viewing of customer account relationship information. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Customer Account Relationships |
Allows the viewing of customer account relationship information. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Customer Account Site |
Allows the viewing of the customer account site information. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Customer Account Site Use |
Allows the viewing of the customer account site use information. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Purchase Agreement |
Allows a user to review a blanket or contract purchase agreement. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Purchase Order |
Allows a user to review a purchase order. |
Conversation Message Administration |
Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message. |
Delete Conversation Message |
Allows user to delete a message in a conversation. |
Conversation Message Administration |
Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message. |
Manage Outbound Message |
Allows a user to create, update, delete and view outbound messages. |
Conversation Message Administration |
Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message. |
Participate in Collaboration Conversation |
Allows a user to participate in a collaboration conversation. |
Conversation Message Administration |
Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message. |
Participate in Customer Conversation |
Allows a user to participate in a customer conversation. |
Conversation Message Administration |
Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message. |
Use REST Service to View All Workers |
Allows the user to view all workers using REST API. |
Conversation Message Administration |
Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message. |
View Conversation Message |
Allows a user to view a conversation message. |
Customer Self-Service Administration |
Manages the provisioning and approval of self service registration requests |
Approve Self Service Registration |
Allows approving self service registration request. |
Customer Self-Service Administration |
Manages the provisioning and approval of self service registration requests |
Associate User With Contact |
Allows association of a user with a contact. |
Customer Self-Service Administration |
Manages the provisioning and approval of self service registration requests |
Create Self Service Role |
Allows creating a self service role instance. |
Customer Self-Service Administration |
Manages the provisioning and approval of self service registration requests |
Delete Last Account Administration Role |
Allows deletion of the last account administrator role. |
Customer Self-Service Administration |
Manages the provisioning and approval of self service registration requests |
Delete Self Service Role |
Allows deleting a self service role instance. |
Customer Self-Service Administration |
Manages the provisioning and approval of self service registration requests |
Setup Self Service Secondary Identity Provider |
Allows the user to setup the secondary identity provider. |
Customer Self-Service Administration |
Manages the provisioning and approval of self service registration requests |
Update Registration Request to Failed |
Allows the user to update the registration request status to failed. |
Customer Self-Service Administration |
Manages the provisioning and approval of self service registration requests |
Update Self Service Role |
Allows deleting a service role instance. |
Customer Self-Service Administration |
Manages the provisioning and approval of self service registration requests |
Use REST Service to Approve Self Service registration |
Allows approving self service registration request using REST API. |
Customer Self-Service Administration |
Manages the provisioning and approval of self service registration requests |
Use REST Service to Create Registration Request |
Allows creation of a registration request using REST API. |
Customer Self-Service Administration |
Manages the provisioning and approval of self service registration requests |
Use REST Service to Create Self Service Role |
Allows creating a self service role instance using REST API. |
Customer Self-Service Administration |
Manages the provisioning and approval of self service registration requests |
Use REST Service to Delete Self Service Role |
Allows deleting a self service role instance using REST API. |
Customer Self-Service Administration |
Manages the provisioning and approval of self service registration requests |
Use REST Service to Update Self Service Role |
Allows deleting a service role instance using REST API. |
Customer Self-Service Administration |
Manages the provisioning and approval of self service registration requests |
Use REST Service to View Self Service Registrations |
Allows viewing self service registration requests using REST API. |
Customer Self-Service Administration |
Manages the provisioning and approval of self service registration requests |
Use REST Service to View Self Service Roles |
Allows viewing self service role instances using REST API. |
Customer Self-Service Administration |
Manages the provisioning and approval of self service registration requests |
View Self Service Registrations |
Allows viewing of self service registration requests. |
Customer Self-Service Administration |
Manages the provisioning and approval of self service registration requests |
View Self Service Roles |
Allows viewing self service roles. |
Data Integration Management |
This role allows setup and management of data integration maps and instances. |
Manage Data Integrations |
Allows the user to manage the integration maps and instances for data integrations. |
Functional Setups |
Uses the functional user overview, and assigned tasks, and task lists. |
Execute Setup Tasks |
Allows setup task execution and searching of tasks and tasks lists. |
Functional Setups |
Uses the functional user overview, and assigned tasks, and task lists. |
Review Applications Offering |
Provides access to the Getting Started page. |
Functional Setups |
Uses the functional user overview, and assigned tasks, and task lists. |
Review Setups Functional User Overview |
Allows access to the Assigned Implementation Tasks page. |
Functional Setups |
Uses the functional user overview, and assigned tasks, and task lists. |
Setup and Maintain Applications |
Allows access to the Setup and Maintenance work area. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Add Participant Plan Document Template |
Allows adding a default participant plan document template to the business unit incentive parameters. Allows adding a participant plan document template to the incentive compensation plan. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Configure Incentive Compensation Tables and Columns |
Allows configuration of tables and columns required for incentive compensation processing. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Configure Incentive Compensation UI |
Allows configuration of incentive compensation pages. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Manage Application Descriptive Flexfield |
Allows management of application descriptive flexfields. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Manage Application Flexfield Value Set |
Allows management of value sets to validate the content of a flexfield segment. Value sets provide declarative validation for use in applications flexfield attributes and key segments. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Manage Business Unit |
Allows the definition of the business unit. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Manage Data Access for Users |
Manage data access for user provisioned roles. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Manage Incentive Compensation Calendar |
Allows maintenance of calendar, which defines the processing periods for incentive compensation. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Manage Incentive Compensation Calendar Period |
Allows enablement of incentive compensation reports for period, for participants. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Manage Incentive Compensation Currency Conversion Rate Type |
Allows maintenance of currency conversion rate types used to convert the payment amount from processing currency to operating or home currency, or for conversion during collection, transaction adjustment, crediting, and calculation. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Manage Incentive Compensation Currency Conversions |
Allows maintenance of currency conversions among incentive compensation processing, operating, and home currencies. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Manage Incentive Compensation Earning Types |
Allows maintenance of incentive compensation earning types, which can be monetary benefits, represented with operating or participant home currency, or nonmonetary benefits such as points, air miles, and Club. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Manage Incentive Compensation Intervals |
Allows maintenance of intervals, which are incentive compensation calendar periods used to accumulate achievements, earnings, or payments during calculation or payment processing. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Manage Incentive Compensation Participant Import Mappings |
Allows the maintenance of the mapping between the participant attributes and the related trading community party or HCM person attributes. The mapping is used when importing participant details into Incentive Compensation. For example, the trading community party location country can be mapped as the source for populating the participant country attribute. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Manage Incentive Compensation Participant Selection Rules |
Allows maintenance of the criteria to qualify trading community parties and HCM persons as eligible incentive compensation participants and analysts. The criteria, grouped into rules and rule sets, is used by the participant import process. For example, define a rule set to select HCM persons who are employees and work in the sales department. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Manage Incentive Compensation Rule Qualifier and Lookups |
Allows configuration of incentive compensation custom rule qualifiers and related artifacts. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Manage Signal Definitions |
Allows creating and updating signal definitions |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Populate Incentive Compensation Rules Report Tables |
Allows upgrade of rule reporting tables for business intelligence reporting. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Purge Incentive Compensation Data |
Allows submission of a process to purge transactional data created while testing implementations in a preproduction state. Purged data includes all transactions, credits, earnings, payment batches, and paysheets. Once purged, the data is no longer retrievable. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Set Up Incentive Compensation Parameters |
Allows set up of incentive compensation parameters. |
Incentive Compensation Administration |
Configure and maintain incentive compensation enterprise and business unit setup. |
Submit Incentive Compensation Table Statistics Process |
Allows submission of the incentive compensation gather table statistics process. |
Interview Definition Authoring |
Manage access for authoring Interview definitions. |
Check-in Interview Definitions |
Allow access to check-in Interview definitions. |
Interview Definition Authoring |
Manage access for authoring Interview definitions. |
Check-out Interview Definitions |
Allow access to check-out Interview definitions. |
Interview Definition Authoring |
Manage access for authoring Interview definitions. |
Copy Interview Definitions |
Allow access to copy Interview definitions. |
Interview Definition Authoring |
Manage access for authoring Interview definitions. |
Create Interview Definitions |
Allow access to create Interview definitions. |
Interview Definition Authoring |
Manage access for authoring Interview definitions. |
Update Interview Definitions |
Allow access to update Interview definitions. |
Interview Definition Managing |
Manage access for deleting and forcing checkout of Interview definitions. |
Change Interview Definition Owner |
Allow access to change the owner of Interview definitions. |
Interview Definition Managing |
Manage access for deleting and forcing checkout of Interview definitions. |
Delete Interview Definitions |
Allow access to delete Interview definitions. |
Interview Definition Managing |
Manage access for deleting and forcing checkout of Interview definitions. |
Force Checkout Interview Definitions |
Allow access to force checkout Interview definitions. |
Interview Definition Publishing |
Manage access for publishing and unpublishing Interview definitions. |
Publish Interview Definitions |
Allow access to publish Interview definitions. |
Interview Definition Publishing |
Manage access for publishing and unpublishing Interview definitions. |
Unpublish Interview Definitions |
Allow access to unpublish Interview definitions. |
Interview Definition Viewing |
Manage access for viewing Interview definitions. |
View Interview Definitions |
Allow access to view the Interviews menu item and Interviews page. |
Item Inquiry |
Queries and views items in the enterprise. |
GET Product Management Index REST |
Allows access to view indexed attributes. |
Item Inquiry |
Queries and views items in the enterprise. |
Get Search View REST |
Allows query of search views. |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Item Attachment |
Allows access to view and manage item attachments. |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Item Catalog |
Allows access to view and manage item catalogs including categories and category hierarchies. |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Item Global Search |
Allows access to search for items using secure enterprise search. |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Product Management Search |
Allows access to view and edit Product Management Search. |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Search View REST |
Allows access to view and manage search views. |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Trading Partner Item Reference |
Allows access to manage trading partner item references for items. |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Unit of Measure |
Allows configuration of UOMs, UOM classes, and definition of standard, interclass, and intraclass UOM conversions. |
Item Inquiry |
Queries and views items in the enterprise. |
View Item |
Allows access to product dashboard. |
Item Inquiry |
Queries and views items in the enterprise. |
View Item Organization Association |
Allows access to view item organization assignments. |
Item Inquiry |
Queries and views items in the enterprise. |
View Item Relationship |
Allows access to view item relationships. |
Item Inquiry |
Queries and views items in the enterprise. |
View Product Management Search |
Allows access to view Product Management Search. |
Lead Registration Processing |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Accept Sales Lead |
Allows accepting ownership of sales leads. |
Lead Registration Processing |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Delete Sales Lead Internal Attributes |
Allows deleting sales lead attributes with the exception of partner related information. |
Lead Registration Processing |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Reject Sales Lead |
Allows rejecting sales lead registrations submitted by partners. |
Lead Registration Processing |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Select Sales Lead Internal Attributes |
Allows entering sales lead attributes with the exception of partner related information. |
Lead Registration Processing |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Update Sales Lead Internal Attributes |
Allows updating sales lead attributes with the exception of partner related information. |
Lead Registration Processing |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
View Sales Lead Contextual Bin |
Allows viewing sales lead contextual bin information including customer, supporting product collateral, comparable customers, and lead source information. |
Lead Registration Processing |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
View Sales Lead Internal Tabs |
Allows viewing sales lead information with the exception of partner related information. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
Activate Marketing Budget |
Allows activating a marketing budget used to track budgeted funds for marketing activities and requests for those funds. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
Create Marketing Budget Entry |
Not Available |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
Create Marketing Claim Settlement |
Allows creating settlements of marketing claims after reimbursement of actual expenses. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
Delete Marketing Budget |
Allows budget owners to delete marketing budgets. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
Delete Marketing Claim Settlement |
Allows deleting settlements of marketing claims after reimbursement of actual expenses. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
Export Marketing Budget |
Allows exporting a marketing budget used to track budgeted funds for marketing activities and requests for those funds. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
Export Marketing Budget Entry |
Allows exporting entries for a marketing budget that establish the budget amount. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
Import Marketing Budget |
Allows importing a marketing budget used to track budgeted funds for marketing activities and requests for those funds. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
Import Marketing Budget Entry |
Allows importing entries for a marketing budget that establish the budget amount. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
Inactivate Marketing Budget |
Allows inactivating a marketing budget used to track budgeted funds for marketing activities and requests for those funds. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
Manage Budgets Work Area |
Allows managing marketing budgets from the work area. A work area is a landing page for frequent tasks and reports useful for managing budgets. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
Run Marketing Budget Currency Revaluation Scheduler |
Allows scheduling and monitoring the process that schedules marketing budget currency revaluation activities. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
Update Marketing Budget |
Allows updating a marketing budget used to track budgeted funds for marketing activities and requests for those funds. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
Update Marketing Budget Entry |
Allows updating entries for a marketing budget that establish the budget amount. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
Update Marketing Claim Settlement |
Allows updating settlements of marketing claims after reimbursement of actual expenses. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
View Marketing Budget |
Allows viewing a marketing budget used to track budgeted funds for marketing activities and requests for those funds. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
View Marketing Budget Analytics |
Allows viewing marketing budget analytics. A marketing budget is used to track budgeted funds for marketing activities and requests and claims for those funds. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
View Marketing Budget Checkbook |
Allows viewing a marketing budget checkbook used to track budgeted funds for marketing activities and request and claims for those funds. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
View Marketing Budget Entry |
Not Available |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
View Marketing Claim |
Not Available |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
View Marketing Claim Settlement |
Allows viewing settlements of marketing claims after reimbursement of actual expenses. |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
View Marketing Fund Request |
Not Available |
MDF Budget Maintenance |
Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities. |
View Marketing Source Code |
Allows viewing marketing source codes that represent a combination of treatment, segment or list, and marketing campaign. |
MDF Utilization |
Creates and manages MDF requests and claims for marketing activities. |
Create Marketing Claim |
Not Available |
MDF Utilization |
Creates and manages MDF requests and claims for marketing activities. |
Create Marketing Fund Request |
Not Available |
MDF Utilization |
Creates and manages MDF requests and claims for marketing activities. |
Delete Marketing Claim |
Allows deleting claims to marketing budgets for reimbursement of actual expenses. |
MDF Utilization |
Creates and manages MDF requests and claims for marketing activities. |
Delete Marketing Fund Request |
Allows deleting requests to allocate marketing budget funds for anticipated marketing expenses. |
MDF Utilization |
Creates and manages MDF requests and claims for marketing activities. |
Submit Marketing Claim |
Allows submitting claims to marketing budgets for approval. |
MDF Utilization |
Creates and manages MDF requests and claims for marketing activities. |
Submit Marketing Fund Request |
Allows submitting requests to allocate marketing budget funds for anticipated marketing expenses. |
MDF Utilization |
Creates and manages MDF requests and claims for marketing activities. |
Update Marketing Claim |
Allows updating claims to marketing budgets for reimbursement of actual expenses. |
MDF Utilization |
Creates and manages MDF requests and claims for marketing activities. |
Update Marketing Fund Request |
Allows updating requests to allocate marketing budget funds for anticipated marketing expenses. |
MDF Utilization |
Creates and manages MDF requests and claims for marketing activities. |
View Marketing Claim |
Not Available |
MDF Utilization |
Creates and manages MDF requests and claims for marketing activities. |
View Marketing Claim Settlement |
Allows viewing settlements of marketing claims after reimbursement of actual expenses. |
MDF Utilization |
Creates and manages MDF requests and claims for marketing activities. |
View Marketing Fund Request |
Not Available |
MDF Utilization |
Creates and manages MDF requests and claims for marketing activities. |
View Marketing Source Code |
Allows viewing marketing source codes that represent a combination of treatment, segment or list, and marketing campaign. |
Manage User Account |
Manages user roles. |
Copy Personal Data to LDAP |
Allows copy of worker personal data to LDAP |
Manage User Account |
Manages user roles. |
Manage User Account |
Allows access to Manage User Account. |
Manage User Account |
Manages user roles. |
Manage User Account and My Account |
Allows access to the page components that are common to My Account and Manage User Account. |
Manage User Account |
Manages user roles. |
Reset Password |
Allows reset password links to be emailed to users. |
Manage Users |
Creates and updates users and assigns roles to users. |
Manage User Details |
Allows management of user account information. |
Negotiation Viewing |
View the negotiation summary and details pages. |
Create Supplier Negotiation Online Message |
Allows users to create an online message. |
Negotiation Viewing |
View the negotiation summary and details pages. |
Reply Supplier Negotiation Online Message |
Allows users to reply to an online message received. |
Negotiation Viewing |
View the negotiation summary and details pages. |
Search Supplier Negotiation |
Allows users to search supplier negotiations. |
Negotiation Viewing |
View the negotiation summary and details pages. |
View Contract Terms |
Not Available |
Negotiation Viewing |
View the negotiation summary and details pages. |
View Supplier Negotiation |
Allows users to review a supplier negotiation. |
Negotiation Viewing |
View the negotiation summary and details pages. |
View Supplier Negotiation Online Message |
Allows users to view and print online messages. |
Nonstandard Contract Terms and Conditions Authoring |
Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms. |
Author Additional Standard Contract Terms and Conditions |
Allows authoring using standard terms and conditions in the contract. This includes adding and deleting standard clauses, selecting alternate clauses, managing sections that contain standard clauses, and moving contract terms. |
Nonstandard Contract Terms and Conditions Authoring |
Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms. |
Author Nonstandard Contract Terms and Conditions |
Allows authoring of nonstandard terms and conditions in the contract. This includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms. |
Nonstandard Contract Terms and Conditions Authoring |
Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms. |
Author Standard Contract Terms and Conditions |
Allows authoring of contract terms and conditions using contract terms templates defined in the Contract Terms Library. Also includes using the Contract Expert and validating the contract terms. |
Nonstandard Contract Terms and Conditions Authoring |
Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms. |
Delete Contract Documents |
Not Available |
Nonstandard Contract Terms and Conditions Authoring |
Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms. |
Delete Supporting Documents |
Not Available |
Nonstandard Contract Terms and Conditions Authoring |
Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms. |
Manage Contract Documents |
Not Available |
Nonstandard Contract Terms and Conditions Authoring |
Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms. |
Manage Supporting Documents |
Not Available |
Nonstandard Contract Terms and Conditions Authoring |
Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms. |
View Contract Terms |
Not Available |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Assign Opportunity |
Allows manual assignment of opportunities. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Assign Opportunity Batch |
Allows scheduling and monitoring of the process to automatically evaluate and assign resources and territories to eligible opportunity revenue items. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Close Opportunity |
Allows closing of opportunities and entering the related close information for the opportunities. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Create Opportunity |
Allows creating of opportunities. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Delete Opportunity |
Allows deleting of opportunities. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Delete Opportunity Revenue |
Allows deletion of revenue items on the opportunity. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Business Units for Leads and Opportunities |
Allows managing of business unit on leads and opportunities. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Manual Assigned Territories |
Allows manually adding and removing territories to a revenue line and setting it as forecast territory. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity Assessments |
Allows performing, saving, and reassessing opportunity assessments, and allows viewing recommended activity templates. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity Bulk Import |
This privilege secures the capability to schedule/submit the batch job for bulk importing opportunity. This privilege does not secure the import opportunity link. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity Competitors |
Allows adding or removing of competitors from the opportunity. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity Currency Reevaluation |
Allows user to submit batch job that reevaluates currency |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity Forecast |
Allows manual checking of Forecast Setting on opportunity |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity Group Space |
Allows creating of group spaces for an opportunity. Group spaces are editable Web pages used for collaboration and information sharing. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity Historical Snapshots |
Allows user to submit batch job that captures historical snapshots of opportunities and revenue lines. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity Leads |
Allows adding or removing of leads from the opportunity. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity Nonrevenue Credits |
Allows assigning of nonrevenue credit to team members. Nonrevenue sales credit is a type of sales credit assigned to non-primary salespeople. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity References |
Allows adding or removing of reference customers on the opportunity. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity Reports |
Allows modification of opportunity reports. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity Revenue |
Allows management of revenue items on the opportunity, including mass updating. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity Revenue Credits |
Allows assigning revenue credit to team members. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity Revenue Recommendations |
Enables viewing and applying of revenue recommendations. Revenue recommendations are using SPE to suggest adjustments to revenue based on similar opportunity historical data. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity Revenue Recurrences |
Allows creating and updating of recurring revenue schedules. Recurring revenue items are those that re-occur over time, such as service contracts. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity Sales Account |
Allows adding or removing of the sales account from the opportunity. A sales account is a customer with a sell-to address registered in the trading community application. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity Sales Method |
Allows updating of sales method and sales stage on an opportunity. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity Sources |
Allows adding or removing of sources from the opportunity. A source is the marketing source code for the opportunity. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Manage Opportunity Work Area |
Allows basic access to the work area. Other privileges secure what can be done with the work area. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Mass Update Opportunity |
Allows mass update of opportunities. Mass update allows updating of specific opportunity parameters at one time, such as close date or win probability. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Run Purge Batch Assignment Information Process |
Allows scheduling and monitoring of the process to purge the batch assignment data. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Set Up Opportunity |
Allows setup of opportunity application features, such as sales methods, sales coach, credit allocation templates, profiles, lookups, flexfields, and assignment rules, among others. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Opportunity |
Allows viewing of opportunity pages, including the work area. A work area is the landing page for accessing the frequently used tasks and reports useful for managing relevant opportunities. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Opportunity Appointments |
Allows viewing of their own appointments associated with the opportunity. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Opportunity Competitors |
Allows viewing of competitor information on an opportunity. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Opportunity Contacts |
Allows viewing of contact information on an opportunity. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Opportunity Group Space |
Allows viewing of group space content. Group spaces are editable Web pages used for collaboration and information sharing. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Opportunity Interactions |
Allows viewing of interactions on an opportunity. An interaction is a record of a customer contact event, such as a phone call or e-mail. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Opportunity Leads |
Allows viewing of lead information on an opportunity. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Opportunity Nonrevenue Credits |
Allows viewing of nonrevenue credit assignments. Nonrevenue sales credit is a type of sales credit assigned to non-primary salespeople. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Opportunity Notes |
Allows viewing of opportunity notes. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Opportunity References |
Allows viewing of opportunity reference customer data. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Opportunity Revenue |
Allows viewing of opportunity revenue information. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Opportunity Revenue Credits |
Allows viewing of revenue credit assignments. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Opportunity Revenue Recurrences |
Allows viewing of recurring revenue schedules. Recurring revenue items are those that re-occur over time, such as service contracts. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Opportunity Sales Coach |
Allows access to Sales Coach features. Sales Coach is both a teaching tool and a method to push best practice information to salespeople. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Opportunity Similar Opportunities |
Allows viewing of similar opportunity information. This feature displays opportunities with similar data, such as expected revenue or win probability, and allows salespeople to copy the similar information over to the current opportunity. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Opportunity Sources |
Allows viewing of opportunity source. A sources is the marketing source code for the opportunity. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Opportunity Tasks |
Allows viewing of opportunity tasks. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Opportunity Team |
Allows viewing of opportunity sales team information. |
Opportunity Administration |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
View Reports and Analytics Accordion |
Allows viewing of reports and analytics accordion. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Assign Opportunity |
Allows manual assignment of opportunities. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Close Opportunity |
Allows closing of opportunities and entering the related close information for the opportunities. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Create Opportunity |
Allows creating of opportunities. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Delete Opportunity |
Allows deleting of opportunities. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Manage Opportunity Assessments |
Allows performing, saving, and reassessing opportunity assessments, and allows viewing recommended activity templates. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Manage Opportunity Competitors |
Allows adding or removing of competitors from the opportunity. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Manage Opportunity Forecast |
Allows manual checking of Forecast Setting on opportunity |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Manage Opportunity Group Space |
Allows creating of group spaces for an opportunity. Group spaces are editable Web pages used for collaboration and information sharing. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Manage Opportunity Leads |
Allows adding or removing of leads from the opportunity. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Manage Opportunity Nonrevenue Credits |
Allows assigning of nonrevenue credit to team members. Nonrevenue sales credit is a type of sales credit assigned to non-primary salespeople. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Manage Opportunity Partner Registration |
Allows editing of partner lead registration, such as registration type, number, and expiration. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Manage Opportunity Partners |
Allows adding or removing of partners on the opportunity. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Manage Opportunity References |
Allows adding or removing of reference customers on the opportunity. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Manage Opportunity Reports |
Allows modification of opportunity reports. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Manage Opportunity Revenue |
Allows management of revenue items on the opportunity, including mass updating. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Manage Opportunity Revenue Credits |
Allows assigning revenue credit to team members. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Manage Opportunity Revenue Recommendations |
Enables viewing and applying of revenue recommendations. Revenue recommendations are using SPE to suggest adjustments to revenue based on similar opportunity historical data. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Manage Opportunity Revenue Recurrences |
Allows creating and updating of recurring revenue schedules. Recurring revenue items are those that re-occur over time, such as service contracts. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Manage Opportunity Sales Account |
Allows adding or removing of the sales account from the opportunity. A sales account is a customer with a sell-to address registered in the trading community application. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Manage Opportunity Sales Method |
Allows updating of sales method and sales stage on an opportunity. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Manage Opportunity Sources |
Allows adding or removing of sources from the opportunity. A source is the marketing source code for the opportunity. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Manage Opportunity Work Area |
Allows basic access to the work area. Other privileges secure what can be done with the work area. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Mass Update Opportunity |
Allows mass update of opportunities. Mass update allows updating of specific opportunity parameters at one time, such as close date or win probability. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Set Up Opportunity |
Allows setup of opportunity application features, such as sales methods, sales coach, credit allocation templates, profiles, lookups, flexfields, and assignment rules, among others. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity |
Allows viewing of opportunity pages, including the work area. A work area is the landing page for accessing the frequently used tasks and reports useful for managing relevant opportunities. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity Appointments |
Allows viewing of their own appointments associated with the opportunity. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity Competitors |
Allows viewing of competitor information on an opportunity. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity Contacts |
Allows viewing of contact information on an opportunity. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity Deal Registration |
Allows viewing of partner deal registration, such as registration type, number, and expiration. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity Group Space |
Allows viewing of group space content. Group spaces are editable Web pages used for collaboration and information sharing. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity Interactions |
Allows viewing of interactions on an opportunity. An interaction is a record of a customer contact event, such as a phone call or e-mail. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity Leads |
Allows viewing of lead information on an opportunity. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity Nonrevenue Credits |
Allows viewing of nonrevenue credit assignments. Nonrevenue sales credit is a type of sales credit assigned to non-primary salespeople. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity Notes |
Allows viewing of opportunity notes. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity Partners |
Allows viewing of opportunity partner information. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity References |
Allows viewing of opportunity reference customer data. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity Revenue |
Allows viewing of opportunity revenue information. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity Revenue Credits |
Allows viewing of revenue credit assignments. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity Revenue Recurrences |
Allows viewing of recurring revenue schedules. Recurring revenue items are those that re-occur over time, such as service contracts. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity Sales Coach |
Allows access to Sales Coach features. Sales Coach is both a teaching tool and a method to push best practice information to salespeople. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity Similar Opportunities |
Allows viewing of similar opportunity information. This feature displays opportunities with similar data, such as expected revenue or win probability, and allows salespeople to copy the similar information over to the current opportunity. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity Sources |
Allows viewing of opportunity source. A sources is the marketing source code for the opportunity. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity Tasks |
Allows viewing of opportunity tasks. |
Opportunity Channel Administration |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
View Opportunity Team |
Allows viewing of opportunity sales team information. |
Partner Deal Registration Management |
Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates. |
Convert Lead to Partner Deal |
Allows converting lead to a deal registration. |
Partner Deal Registration Management |
Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates. |
Create Partner Deal |
Allows creating a deal registration. |
Partner Deal Registration Management |
Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates. |
Extend Deal Registration |
Allows requesting extension on a deal registration including creating the extension and submitting. |
Partner Deal Registration Management |
Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates. |
Register Partner Deal |
Allows submitting the deal registration for approval. |
Partner Deal Registration Management |
Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates. |
Resubmit Failed Deal Registration |
Allows resubmitting a failed deal registration for approval |
Partner Deal Registration Management |
Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates. |
Review Deal Registration Extension Details |
Allows reviewing extension details on a deal registration. |
Partner Deal Registration Management |
Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates. |
Review Partner Deal |
Allows view of all tabs in the deal registration UI with the exception of the social tab. |
Partner Deal Registration Management |
Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates. |
Update Partner Deal Activites |
Allows updating deal registration activities. |
Partner Deal Registration Management |
Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates. |
Update Partner Deal Details |
Allows updating a deal registration summary details. |
Partner Deal Registration Management |
Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates. |
Update Partner Deal Notes |
Allows updating deal registration notes. |
Partner Deal Registration Management |
Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates. |
Withdraw Deal Registration |
Allows withdrawing deal registration. |
Personal Campaign Management |
Manages secured personal campaigns used to promote products or events to specific customers. |
Create Sales Campaign |
Allows creating sales campaigns and tracking of customer responses. A sales campaign is an e-mail promoting products or events to specific customers, that can include personalized information and links where the customer can respond. |
Personal Campaign Management |
Manages secured personal campaigns used to promote products or events to specific customers. |
Delete Sales Campaign |
Allows deleting sales campaigns and tracking of customer responses. A sales campaign is an e-mail promoting products or events to specific customers, that can include personalized information and links where the customer can respond. |
Personal Campaign Management |
Manages secured personal campaigns used to promote products or events to specific customers. |
Manage Sales Campaign |
For internal use only. Allows web services management of sales campaigns. |
Personal Campaign Management |
Manages secured personal campaigns used to promote products or events to specific customers. |
Run Marketing Campaign Scheduler |
Allows scheduling and monitoring the process that schedules marketing campaign execution activities. |
Personal Campaign Management |
Manages secured personal campaigns used to promote products or events to specific customers. |
Update Sales Campaign |
Allows updating sales campaigns and tracking of customer responses. A sales campaign is an e-mail promoting products or events to specific customers, that can include personalized information and links where the customer can respond. |
Personal Campaign Management |
Manages secured personal campaigns used to promote products or events to specific customers. |
View Sales Campaign |
Allows viewing sales campaigns and tracking of customer responses. A sales campaign is an e-mail promoting products or events to specific customers, that can include personalized information and links where the customer can respond. |
Quota Export Management |
Manages bulk export of all sales territory quota related objects. |
Run CRM Export Process |
This privilege would grant a user the ability to schedule CRM object to export to a file |
Quota Export Management |
Manages bulk export of all sales territory quota related objects. |
Set Up CRM Objects for Export |
This privilege would grant a user the ability to register CRM objects for Export |
Quota Management Enterprise Administration |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup. |
Administer Sandbox |
Allows administration of all sandboxes. |
Quota Management Enterprise Administration |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup. |
Audit Sales Territory Quota |
Allows auditing of sales territory quotas and sales resource quotas. |
Quota Management Enterprise Administration |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup. |
Configure Quota Management UI |
Grants access to use Page Composer to configure task flows in Quota Management, where available. |
Quota Management Enterprise Administration |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup. |
Export Sales Territory Quota |
Allows managing the export of sales territory quotas and sales resource quotas. |
Quota Management Enterprise Administration |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup. |
Individualize Incentive Compensation Participant Goal |
Allows individualization of incentive compensation participant goals from quota management. |
Quota Management Enterprise Administration |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup. |
Manage Sales Goal |
Allows managing of sales goals and product groups related to the sales goal. |
Quota Management Enterprise Administration |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup. |
Manage Sales Quota Prediction Formula |
Allows managing of the sales territory quota formula that determines the bottom up analysis of what the quota should be. |
Quota Management Enterprise Administration |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup. |
Manage Sales Territory Quota |
Allows managing of sales territory quotas. Quotas are a reflection of goals expected of a salesperson, such as amount of sales, often tied to expected performance of a territory. |
Quota Management Enterprise Administration |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup. |
Revise Sales Territory Quota |
Allows revision of sales territory and sales resource quotas. |
Quota Management Enterprise Administration |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup. |
Run Publish or Revise Hierarchy Quotas |
Allows scheduling and monitoring of the process of publishing or revising hierarchy quotas for the territories. |
Quota Management Enterprise Administration |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup. |
View Administration Link |
Privilege to view administration link in UI shell |
Quota Management Export Import |
Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import. |
Export Sales Territory Quota |
Allows managing the export of sales territory quotas and sales resource quotas. |
Quota Management Export Import |
Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import. |
Import Sales Territory Quota |
Allows managing the import of sales territory quotas and sales resource quotas. |
Quota Management Export Import |
Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import. |
Run File Import Scheduler |
Allows scheduling and monitoring the process that schedules file import activities. |
Quota Management Export Import |
Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import. |
Run Import Quota Allocations Job |
Allows importing of quota standard objects. |
Quota Management Export Import |
Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import. |
Set Up File Import Activity |
Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables. |
Quota Management Export Import |
Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import. |
View Sales Quota Import Status |
Allows viewing the status of sales quota import processes. |
Quota Management Export Import |
Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import. |
View Sales Territory Quota Export Status |
Allows viewing the status of territory quota export processes. |
Quota Management Setup |
Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry. |
Manage Sales Quota Plan |
Allows managing of the sales quota plan that tracks and records sales quotas for an annual sales cycle. |
Quota Management Setup |
Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry. |
Manage Sales Quota Prediction Formula Parameter |
Allows assigning default values for territory quota formula parameters. |
Quota Management Setup |
Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry. |
Manage Sales Quota Seasonality Group |
Allows managing of seasonality groups, which specify the factors used to split the annual quota over granular time periods. |
Quota Management Setup |
Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry. |
Manage Sales Quota Spread Formula |
Allows managing of spread formulas used to calculate the spread ratio for distributing quotas. |
Quota Management Setup |
Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry. |
Manage Sales Territory Quota Setup |
Allows defining and managing of the attribute and policy information relating to defining a quota.?Also establishing a framework that allows users to consistently and uniformly define sales representatives' goals and targets. |
Quota Management Setup |
Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry. |
Run Sales Quota Plan Activation Job |
Allows scheduling and monitoring of the process of activating sales quota plans. |
Quota Management Setup |
Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry. |
Run Sales Quota Plan Completion Job |
Allows scheduling and monitoring of the process of completing sales quota plans. |
Quota Management Setup |
Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry. |
Run Sales Territory Quota Synchronization Job |
Allows scheduling and monitoring of the process of synchronizing sales quota plans with associated proposed territories. |
Quota Management Setup |
Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry. |
View Sales Quota Plan |
Allows managing of the sales quota plan that tracks and records sales quotas for an annual sales cycle. |
Resource Administration |
Administers resource information. |
Add Trading Community Resource to My Social Network |
Allows the addition of a resource to their social network. |
Resource Administration |
Administers resource information. |
Administer Sandbox |
Allows administration of all sandboxes. |
Resource Administration |
Administers resource information. |
Contact Trading Community Resource |
Allows emailing, calling, and instant messenging a resource. If assigning, also assign the ability to view trading community resource details. |
Resource Administration |
Administers resource information. |
Edit Trading Community Resource Profile |
Allows the update of resource profile information. If assigning, also assign the ability to view the trading community resource profile. |
Resource Administration |
Administers resource information. |
Enter Trading Community Resource Information |
Allows the specification of resource information. |
Resource Administration |
Administers resource information. |
Identify Trading Community Person as a Trading Community Resource |
Allows the identification of existing people as resources. |
Resource Administration |
Administers resource information. |
Manage All Application Profile Values |
Allows management of all application profile option settings and values at various levels to control application behavior. |
Resource Administration |
Administers resource information. |
Manage Application Attachment Category |
Manage application attachment categories |
Resource Administration |
Administers resource information. |
Manage Application Attachment Entity |
Manage application attachment entities |
Resource Administration |
Administers resource information. |
Manage Application Common Lookup |
Not Available |
Resource Administration |
Administers resource information. |
Manage Application Data Security Policy |
Allows management of security policies that restrict access to functions and data, such as preventing particular values from being accessed in a chart of account segment. |
Resource Administration |
Administers resource information. |
Manage Application Database Resource |
Manage application database resources for data security |
Resource Administration |
Administers resource information. |
Manage Application Descriptive Flexfield |
Allows management of application descriptive flexfields. |
Resource Administration |
Administers resource information. |
Manage Application Extensible Flexfield |
Manage implementation of the Extensible Flexfield feature on a given entity. |
Resource Administration |
Administers resource information. |
Manage Application Flexfield Value Set |
Allows management of value sets to validate the content of a flexfield segment. Value sets provide declarative validation for use in applications flexfield attributes and key segments. |
Resource Administration |
Administers resource information. |
Manage Application Message |
Manage an end-user message, shown in the User Interface. Messages can have different types, such as Error, Warning, Information. Messages are translated and can be re-used across products. Exampe: "File not found", "Table '&TABLE' does not exist". |
Resource Administration |
Administers resource information. |
Manage Application Profile Category |
Manage application profile option categories |
Resource Administration |
Administers resource information. |
Manage Application Profile Option |
Manage Application Profile Options: Manage the level the value can be changed |
Resource Administration |
Administers resource information. |
Manage Application Reference Data Set |
Manage Application Reference Data set. Maintain reference data set attributes. |
Resource Administration |
Administers resource information. |
Manage Application Reference Data Set Assignment |
Manage Application Reference Data Set Assignments. Create and edit reference data set assignments. |
Resource Administration |
Administers resource information. |
Manage Application Set-Enabled Lookup |
Manage sub-type entities stored in the Application Set-Enabled Lookup entity. Lookup Types are lists of values such as Days of the Week or Yes/No which can be used to validate column values. |
Resource Administration |
Administers resource information. |
Manage Application Standard Lookup |
Manage sub-type entities stored in the Application Standard Lookup Values entity. Lookup Types are lists of values such as "Days of the Week" or "Yes/No" which can be used to validate columns values. |
Resource Administration |
Administers resource information. |
Manage Application Taxonomy |
Manage hierarchical classification of Applications Taxonomy tree. A node in the Application Taxonomy Tree can be a Product Line, Product Family, Product or Logical Business Area. |
Resource Administration |
Administers resource information. |
Manage Customer Data Management Foundation Custom Objects |
Allows access to custom objects in Customer Data Management Foundation. |
Resource Administration |
Administers resource information. |
Manage Goal Management Notifications |
Manage Goal Management Notifications |
Resource Administration |
Administers resource information. |
Manage My Application Profile Values |
Manage My Application Profile Values. Access to manage profile values at the user level. |
Resource Administration |
Administers resource information. |
Manage Person Talent Profile |
Allows management of talent profile for a person. |
Resource Administration |
Administers resource information. |
Manage Talent Education Establishment |
Allows management of talent educational establishments. |
Resource Administration |
Administers resource information. |
Manage Talent Notifications |
Allows management of talent management notifications. |
Resource Administration |
Administers resource information. |
Manage Talent Profile Content Item |
Allows management of talent profile content items. |
Resource Administration |
Administers resource information. |
Manage Talent Profile Rating Model |
Allows management of talent profile rating models. |
Resource Administration |
Administers resource information. |
Manage Talent Profile Sources |
Allows management of talent profile subscribers. |
Resource Administration |
Administers resource information. |
Manage Trading Community Resource |
Allows the specification of resources for any employees or partner members who are to be associated to leads, opportunities, and territories and given sales credits or compensated for that work. |
Resource Administration |
Administers resource information. |
Manage Trading Community Resource Address |
Allows the management of resource addresses. If assigning, also assign the ability to view the trading community resource address. |
Resource Administration |
Administers resource information. |
Manage Trading Community Resource Contact Information |
Allows the management of resource contact information. If assigning, also assign the ability to view the trading community resource contact information. |
Resource Administration |
Administers resource information. |
Manage Trading Community Resource History |
Allows the management of resource historical information. If assigning, also assign the ability to view the trading community resource history. |
Resource Administration |
Administers resource information. |
Manage Trading Community Resource Lookups |
Allows the specification of lookup values that provide choices when defining resources, such as party usages available for resources. |
Resource Administration |
Administers resource information. |
Manage Trading Community Resource Note |
Allows the specification of resource notes. If assigning also assign the ability to view the trading community resource note. |
Resource Administration |
Administers resource information. |
Manage Trading Community Resource Note Descriptive Flexfields |
Allows the specification of additional fields which enter and track information that is not otherwise captured. Descriptive flexfields can be validated and dependent on other values entered in other areas of the page. |
Resource Administration |
Administers resource information. |
Manage Trading Community Resource Note Type |
Allows the specification of note types, such as person details, to categorize notes entered for resources. When mapped, note type values are limited to resources. |
Resource Administration |
Administers resource information. |
Manage Trading Community Resource Note Type Mapping |
Allows the specification of the mapping that provides a tailored list of note type values for resources. When no mapping is specified, note type values mapped to the object Note are used. |
Resource Administration |
Administers resource information. |
Manage Trading Community Resource Organization Memberships |
Allows the specification of resource organization members. If assigning, also assign the ability to view the trading community resource organization memberships. |
Resource Administration |
Administers resource information. |
Manage Trading Community Resource Role Assignments |
Allows the management of resource role assignments. If assigning also assign the ability to view the trading community resource role assignments. |
Resource Administration |
Administers resource information. |
Manage Trading Community Resource Sales Representative Information |
Allows the management of resource saleperson setup information. If assigning, also assign the ability to view the trading community resource sales representative information. |
Resource Administration |
Administers resource information. |
Manage Trading Community Resource Skills |
Allows the management of resource skills information. If assigning, also assign the ability to view the trading community resource skills. |
Resource Administration |
Administers resource information. |
Manage Trading Community Resource Social Network |
Allows the management of a resource social network. If assigning, also assign the ability to view the trading community resource social network. |
Resource Administration |
Administers resource information. |
Manage Trading Community Resource Team Memberships |
Allows the management of resource team members. If assigning also assign the ability to view the trading community resource team memberships. |
Resource Administration |
Administers resource information. |
Remove Trading Community Resource |
Allows the removal of resources. |
Resource Administration |
Administers resource information. |
Reset Password |
Allows reset password links to be emailed to users. |
Resource Administration |
Administers resource information. |
Search Trading Community Resource |
Allows the search of resources. |
Resource Administration |
Administers resource information. |
Upload Trading Community Resource Picture |
Allows the upload of resource pictures. If assigning, also assign the ability to view trading community resource details. |
Resource Administration |
Administers resource information. |
View Administration Link |
Privilege to view administration link in UI shell |
Resource Administration |
Administers resource information. |
View Trading Community Resource Address |
Allows viewing of resource addresses. If assigning, also assign the ability to view trading community resource details. |
Resource Administration |
Administers resource information. |
View Trading Community Resource Administration Detail Information |
Allows viewing of resource administration setup information. |
Resource Administration |
Administers resource information. |
View Trading Community Resource Collaboration Information |
Allows viewing of resource social network information. |
Resource Administration |
Administers resource information. |
View Trading Community Resource Contact Information |
Allows viewing of resource contact information. |
Resource Administration |
Administers resource information. |
View Trading Community Resource Details |
Allows viewing of resource basic information, such as name, primary phone, primary address, and primary e-mail. |
Resource Administration |
Administers resource information. |
View Trading Community Resource History |
Allows viewing of archived resource information. |
Resource Administration |
Administers resource information. |
View Trading Community Resource Note |
Allows viewing of resource notes. If assigning, also assign the ability to view trading community resource details. |
Resource Administration |
Administers resource information. |
View Trading Community Resource Organization Memberships |
Allows viewing of sales, marketing, and partner organization information. |
Resource Administration |
Administers resource information. |
View Trading Community Resource Overview Information |
Allows viewing of an overview for partner, marketing, and sales organization transaction information. If assigning, also assign the ability to view trading community resource details. |
Resource Administration |
Administers resource information. |
View Trading Community Resource Profile |
Allows viewing of resource profile information. If assigning, also assign the ability to view trading community resource details. |
Resource Administration |
Administers resource information. |
View Trading Community Resource Role Assignments |
Allows viewing of resource role assignments. If assigning, also assign the ability to view trading community resource details. |
Resource Administration |
Administers resource information. |
View Trading Community Resource Sales Representative Information |
Allows viewing of salesperson setup information, such as sales credits. |
Resource Administration |
Administers resource information. |
View Trading Community Resource Skills |
Allows viewing of resource skills information, such as language, competencies, and product expertise. If assigning, also assign the ability to view trading community resource details. |
Resource Administration |
Administers resource information. |
View Trading Community Resource Social Network |
Allows viewing of a resource's social network. |
Resource Administration |
Administers resource information. |
View Trading Community Resource Team Memberships |
Allows viewing of resource team memberships. If assigning, also assign the ability to view trading community resource details. |
Resource Organization Administration |
Administers resource organizations. |
Manage Application Tree |
Manage application trees and tree versions |
Resource Organization Administration |
Administers resource organizations. |
Manage Application Tree Label |
Manage application tree labels |
Resource Organization Administration |
Administers resource organizations. |
Manage Application Tree Structure |
Manage application tree structures |
Resource Organization Administration |
Administers resource organizations. |
Manage Resource Organization Member Descriptive Flexfields |
Not Available |
Resource Organization Administration |
Administers resource organizations. |
Manage Trading Community Resource Organization |
Allows the specification of partner resource organizations used to create partner organization hierarchies. If assigning, also assign the ability to view the trading community resource organization |
Resource Organization Administration |
Administers resource organizations. |
Manage Trading Community Resource Organization Hierarchy |
Allows the specification of sales, marketing, and partner organization hierarchies used to automatically generate reporting hierarchies. If assigning, also assign the ability to view the trading community resource organization hierarchy. |
Resource Organization Administration |
Administers resource organizations. |
Manage Trading Community Resource Organization Members |
Allows the specification of resources, such as employee, contractor and partner member, to sales, marketing and partner organizations. |
Resource Organization Administration |
Administers resource organizations. |
Run Trading Community Resource Reporting Hierarchy Generation |
Allows the running of the process that generates the resource reporting hierarchy. |
Resource Organization Administration |
Administers resource organizations. |
Search Trading Community Resource Organization |
Not Available |
Resource Organization Administration |
Administers resource organizations. |
Search Trading Community Resource Organization Hierarchies |
Allows the search of resource organization hierarchies. If assigning, also assign the ability to view the trading community resource organization hierarchies. |
Resource Organization Administration |
Administers resource organizations. |
View Trading Community Organization Resource Members |
Allows viewing sales, marketing, and partner organization members. |
Resource Organization Administration |
Administers resource organizations. |
View Trading Community Resource Organization |
Allows viewing of sales, marketing, and partner organization information. |
Resource Organization Administration |
Administers resource organizations. |
View Trading Community Resource Organization Details |
Allows viewing of sales, marketing, and partner organization membership information. |
Resource Organization Administration |
Administers resource organizations. |
View Trading Community Resource Organization Hierarchies |
Allows viewing of organization hierarchies for sales, marketing, and partner organizations. |
Resource Organization Administration |
Administers resource organizations. |
View Trading Community Resource Organization Hierarchy |
Allows viewing of organization hierarchies for sales, marketing, and partner organizations. |
Resource Organization Administration |
Administers resource organizations. |
View Trading Community Resource Organization Hierarchy Details |
Allows viewing of organization hierarchy structures for sales, marketing, and partner organizations. |
Resource Organization Administration |
Administers resource organizations. |
View Trading Community Resource Organization Team Memberships |
Allows viewing of sales, marketing, and partner team membership information. |
Resource Organization Administration |
Administers resource organizations. |
View Trading Community Resource Organization Usage Information |
Allows viewing of sales, marketing, and partner organization usage information. |
Resource Organization Administration |
Administers resource organizations. |
View Trading Community Resource Overview Information |
Allows viewing of an overview for partner, marketing, and sales organization transaction information. If assigning, also assign the ability to view trading community resource details. |
Resource Team Administration |
Defines resource teams. |
Edit Trading Community Resource Team Basic Information |
Allows the update of resource team information. |
Resource Team Administration |
Defines resource teams. |
Enter Trading Community Resource Team Information |
Allows the specification of resource team information. |
Resource Team Administration |
Defines resource teams. |
Manage Resource Team Descriptive Flexfields |
Allows the specification of additional fields to enter and track information that is not otherwise captured. Descriptive flexfields can be validated and dependent on other values entered in other areas of the page. |
Resource Team Administration |
Defines resource teams. |
Manage Resource Team Member Descriptive Flexfields |
Not Available |
Resource Team Administration |
Defines resource teams. |
Manage Trading Community Resource Team |
Allows the specification of groups of resources that work together, usually across organization hierarchy boundaries. For example, define marketing teams for campaigns. If assigning, also assign the ability to view the trading community resource team. |
Resource Team Administration |
Defines resource teams. |
Manage Trading Community Resource Team Members |
Allows the management of resource team members. If assigning, also assign the ability to view the trading community resource team members. |
Resource Team Administration |
Defines resource teams. |
Manage Trading Community Resource Team Usages |
Allows the management of resource team usages. If assigning, also assign the ability to view the manage trading community resource team usages. |
Resource Team Administration |
Defines resource teams. |
Remove Trading Community Resource Team |
Allows the removal of resource teams. If assigning, also assign the ability to view the trading community resource team. |
Resource Team Administration |
Defines resource teams. |
Search Trading Community Resource Team |
Allows the search of resource teams. If assigning, also assign the ability to view the trading community resource team. |
Resource Team Administration |
Defines resource teams. |
View Trading Community Resource Overview Information |
Allows viewing of an overview for partner, marketing, and sales organization transaction information. If assigning, also assign the ability to view trading community resource details. |
Resource Team Administration |
Defines resource teams. |
View Trading Community Resource Team |
Allows viewing of resource team information. |
Resource Team Administration |
Defines resource teams. |
View Trading Community Resource Team Details |
Allows viewing of resource team details. |
Resource Team Administration |
Defines resource teams. |
View Trading Community Resource Team Members |
Allows viewing of resource team members. |
Resource Team Administration |
Defines resource teams. |
View Trading Community Resource Team Usages |
Allows viewing of resource team usages. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Access BI Mobile Application Designer |
Allows access to BI Mobile Application Designer from the Navigator Menu. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Access Feed View |
Allows access to view feeds. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Access Mobile CRM |
Functional privilege providing access to CRM data using mobile applications |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Access Partner Media Toolbar |
Allows access to the partner media toolbar |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Access Sales Catalog |
Controls access to view sales catalog in the runtime. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Access View Feed Configurations |
Allows access to view feed configurations. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Add Document to Cart |
Allows a Sales Lightbox user to add a document to the cart. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Add Trading Community Person Additional Identifier |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Add Trading Community Person Additional Name |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Add Trading Community Person Address Use |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Add Trading Community Person Classification Code Assignment |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Add Trading Community Person Contact Preference |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Add Trading Community Person Email |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Add Trading Community Person Instant Messenger |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Add Trading Community Person Phone |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Add Trading Community Person Relationship |
Allows the specification of person relationship information. If assigning, also assign the ability to view the trading community person relationship. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Add Trading Community Person Web Page |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Administer Sales Contests |
Allows administering all sales contests in the system. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Administer Sales Goals |
Allows administering all sales goals in the system. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Administer Sandbox |
Allows administration of all sandboxes. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Configure Activity UI |
Allows configuration of activities in page composer |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Configure Adaptive Intelligence for Sales |
Manage sales related adaptive intelligence configuration. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Configure Interactive Lists |
Allows configuring interactive lists |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Configure LinkedIn Integration |
Allows configuring LinkedIn integration between Sales CRM and LinkedIn |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Configure Sales Business Plan UI |
Allows user to configure business plan UI. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Configure Sales Forecasting Management UI |
Grants access to use Page Composer to configure task flows in Sales Forecasting Management, where available. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Configure Sales Objective UI |
Allows user to configure sales objective UI. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Configure Sales Order UI |
Allows user to configure sales order UI. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Configure Sales Predictor UI |
Allows modification of sales predictor UI |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Configure Sales UI |
Allows configuration of sales UI |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Configure Subscription UI |
Allows the configuration of subscription UI |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Configure Work Area Searches |
Allows configuring work area searches |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Correct Trading Community Person Address |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Activity |
Allows creating activities. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Digital Sales Account |
Allow creating Digital Sales Account |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Digital Sales Activity Appointment |
Allows creating Digital Sales Activity Appointment |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Digital Sales Activity Task |
Allows creating Digital Sales Activity Task |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Digital Sales Contact |
Allow creating Digital Sales Contact |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Digital Sales Deal Registrations |
Allow creating Digital Sales Deal Registrations. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Digital Sales Opportunity |
Allows creating of Digital Sales Opportunity |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Interviews |
Allows creating a new interview |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Marketing Budget |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Marketing Integration Campaign |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Sales Business Plan |
Allows creating sales business plans. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Sales Contests |
Allows creating sales contests. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Sales Goals |
Allows creating sales goals. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Sales KPI |
Allows creating sales KPI. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Sales Lead Digital Sales |
Allows creating sales leads for Digital Sales. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Sales Objective |
Allows creating sales objectives. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Sales Orchestration |
Allows creating a new Sales Orchestration. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Sales Target Campaign |
Functional Security Privilege used for providing create access for sales target campaigns, used in Engineered Selling use-cases. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Create Subscription Account Asset Relationship |
Allows creating subscription account asset relationships. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Define Common CRM Configuration |
Allows management of common CRM configurations. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Define Endpoint and Security Policy Information |
Allows definition of endpoint and security policy information for an enterprise application. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Define Fusion CRM for Microsoft Outlook Integration |
Allows access to setup pages needed to define the Oracle CRM for Microsoft Outlook integration. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Define Sales Forecast |
Allows viewing, editing and submitting of forecasting setup parameters and scheduled forecasts. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Delete Activity |
Allows deleting activities. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Delete All User Documents |
Allows a Sales Lightbox administrator to delete any document. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Delete Marketing Integration Campaign |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Delete Sales Business Plan |
Allows deleting sales business plans. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Delete Sales Contests |
Allows deleting sales contests. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Delete Sales Goals |
Allows deleting sales goals. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Delete Sales KPI |
Allows deleting sales KPI. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Delete Sales Objective |
Allows deleting sales objectives. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Delete Sales Orchestration |
Allows deleting a Sales Orchestration. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Delete Subscription Account |
Allows deleting subscription accounts. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Delete Subscription Account Asset Relationship |
Allows deleting subscription account asset relationships. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Delete Subscription Account Billing Profile |
Allows deleting subscription account billing profile information. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Delete Subscription Account Management Role |
Allows deleting subscription account consumer party management roles. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Delete Trading Community Link |
Allows the deletion of linked trading community party records. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Delete User Document |
Allows a Sales Lightbox user to delete a document that they own. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Download Outlook Installer |
Allows access to page that allows download of the CRM for Microsoft Outlook client installer. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Download User Document |
Allows a Sales Lightbox user to download a document. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Enter Trading Community Link Information |
Allows entry of information related to the linked trading community party records. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Enter Trading Community Location |
Allows the invocation of location web services. If assigning, also assign the ability to view the trading community location. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Enter Trading Community Person |
Allows the specification of person information. If assigning, also assign the ability to view the trading community person. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Enter Trading Community Person Address |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Export Trading Community Location |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Export Trading Community Person |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Export Trading Community Person Additional Identifier |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Export Trading Community Person Additional Name |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Export Trading Community Person Addresses |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Export Trading Community Person Classification Code Assignment |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Export Trading Community Person Contact Points |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Export Trading Community Person Contact Preferences |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Export Trading Community Person Relationship |
Allows the export of person relationship information. If assigning, also assign the ability to view the trading community person relationship. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Export Workspace Data |
Allows users to export data in Workspace |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Export and Import Sales Forecast Quotas from Digital Sales |
Allows exporting and importing sales forecast quotas from Digital Sales. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Export and Import Sales Orchestration |
Allows exporting or importing Sales Orchestrations and related metadata. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Generate Sales Insights |
Allows generating insight metrics and facts |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Generate Sales Intelligence Features Data Sufficiency Report |
Generates Data Sufficiency Report for the Intelligence in Sales features |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Launch Sales Products |
Allows launching of sales products. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Log a Web Conference |
Allows the user to Log a Web Conference, i.e. from the Query Assistant |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage AI Integration |
Secures AI REST services to an administrator |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Activity Template |
Allows creating, editing and deleting activity templates. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Application Metrics |
Allow read, create and update of recent items information |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Calendar Preferences |
Allows creation and maintenance of calendar preferences, such a the default calendar view. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Data Visualization Configuration |
Allows creation, modification and deletion of data visualization configurations either through UI pages or through REST service calls. For example, a data visualization could be configured to be displayed as a Bar chart. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Data Visualization Preference |
Allows creation, modification and deletion of the user preferences for the data visualization configuration. For example, a user might prefer to view a data visualization configured initially as a horizontal Bar chart, to be displayed as a vertical Bar chart instead. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Delete Financial Transaction ESS |
This privilege is used to Manage Delete Financial Transaction ESS |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Dispatcher Rules |
View, create and edit navigation dispatcher rules. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Express Report Definitions |
Allows creation, modification and deletion of Express Report Definitions |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Express Report Types |
Allows creation, modification and deletion of Express Report Types |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Feed Configurations |
Allows create, delete and update of feed configurations. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Feed Element Generations |
Allows generation and publishing of feed elements. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Global Search Auto Suggest |
Allows managing auto suggest component in global search |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Global Search User Interface |
Allows managing global search user interface |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Global Search View Objects |
Allows managing and indexing of global search view objects |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Group Access |
Allows configuring Access Groups. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Interactive List Saved Search |
Allows configuring interactive lists saved search |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Marketing Integration Campaign |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Marketing Integration Campaign Member |
Allows managing marketing integration campaign members. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage OSvC Connector Administration Rest Service |
Allows access to OSvC Connector Administration Rest API |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Opportunity Revenue Lines of a Quoted Opportunity |
Allows managing of opportunity revenue lines after the opportunity is quoted. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Page Personalization Layouts |
Allows creation, modification, and deletion of Page Personalization Layouts through UI pages or REST service calls |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Partner Announcements |
Allows management of partner announcements. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Person Attachments |
Allows the specification of how attachments like pictures can be associated with a person. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Person Interactions |
Allows the specification of interactions for a person. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Person Notes |
Allows the entry of person notes. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Price Book |
Allows management of the price book |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Product Eligibility Rules |
Allows management of eligibility rules for products. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Product Groups |
Allows management of product groups and their attributes, lookups, mapping, profile options, templates and usages. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Products |
Manages products is sales cloud |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Promotion |
Allows management of promotions |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Recommendation Configuration Parameter |
Edit application setup and configuration parameters. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Resource Role Assignment Flexfields |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Resource Role Descriptive Flexfields |
Allows the specification of additional fields to enter and track information that is not otherwise captured. Descriptive flexfields can be validated and dependent on other values entered in other areas of the page. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Rollup Metrics |
Allows management of rollup definitions as well as calculation frequency and metric publication |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Routines |
View, create and edit routines. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Sales Business Plan Setup |
Allows viewing and making select updates of business plan non-extensible lookup values. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Sales Competitor |
Allows management of competitors in the application. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Sales Forecast Quotas from Digital Sales |
Allows viewing and editing sales forecast quotas from Digital Sales. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Sales Forecast from Digital Sales |
Allows viewing and adjusting sales forecast summary and items from Digital Sales. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Sales Interactions |
Allows manual creation of sales interactions. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Sales Machine Learning |
Allows managing sales machine learning features |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Sales Notifications |
Manage Sales Notifications |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Sales Objective Setup |
Allows managing the set of objective types. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Sales Order Job Scheduler |
Allows the user to schedule jobs for Sales Order object |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Sales Reference Customer |
Allows management of sales reference customers in the application. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Saved Searches |
Allows configuring saved searches |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Sensing Agent |
Allows administrator access to configure the sensingAgent REST service for the Oracle Assistant component embedded in Oracle Inside Sales application. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Signal Definitions |
Allows creating and updating signal definitions |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Signal Subscriptions |
Allows the user to manage signal subscriptions |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Talent Profile Rating Model |
Allows management of talent profile rating models. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Text Analysis Intelligence |
Allows administrators to schedule ESS job that purges expired suggestions from text analysis |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Trading Community Group Addresses |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Trading Community Group Attachments |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Trading Community Group Classifications |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Trading Community Group Contact Points |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Trading Community Group Contact Preferences |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Trading Community Group Details |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Trading Community Group Identifiers |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Trading Community Group Interactions |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Trading Community Group Names |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Trading Community Group Notes |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Trading Community Group Relationships |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Trading Community Group Source System Mappings |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Trading Community Group Tasks |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Trading Community Person Source System Mapping |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Trading Community Person Usage Assignment |
Allows the specification of party usage assignment to a person. If assigning, also assign the ability to view the trading community person usage assignment. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Trading Community Resource Role |
Allows the specification of resource roles which indicate the resource function and which usually correspond to a set of jobs. Roles are used to facilitate assignment of appropriate resources, and to derive reporting relationship within an organization. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Trading Community Resource Role Lookups |
Allows the specification of lookup values that provide choices when defining resource role types, such as marketing and sales. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage User Context |
Allows the user to update user context metadata,to run bots,and to create and schedule ESS jobs. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Users Page Personalization |
Allows creation, modification, and deletion of the User Pages through UI pages or REST service calls |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Web Activity Rules |
Manage web activity rules for activities synced from B2B Marketing to Sales |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage Web Conference Integration |
Allows managing web conference integration between Sales CRM and 3rd Party web conference providers |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage communication details |
Allows managing communication details such as create and manage call scripts, email templates |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Manage default Account Details from DaaS |
Allows Account auto suggestion list from DaaS |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Move Trading Community Person Address |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Purge Aged Signals |
Purges expired and aged signals in the system. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Purge Application Metrics |
Purges older than 30 days recent items and update user favorites last visited date |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Purge Trading Community Inactive Party Data |
Allows the purge of inactive party. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Remove Trading Community Location |
Allows the removal of locations. If assigning, also assign the ability to view the trading community location. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Remove Trading Community Person Additional Identifier |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Remove Trading Community Person Additional Name |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Remove Trading Community Person Address |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Remove Trading Community Person Address Use |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Remove Trading Community Person Classification Code Assignment |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Remove Trading Community Person Contact Preference |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Remove Trading Community Person Email |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Remove Trading Community Person Instant Messenger |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Remove Trading Community Person Phone |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Remove Trading Community Person Relationship |
Allows the removal of person relationships. If assigning, also assign the ability to view the trading community person relationship. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Remove Trading Community Person Web Page |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Reprocess Web Activities |
Allows administrators to run, schedule and monitor marketing integration campaign related scheduled jobs for Engineered Selling. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Restore Trading Community Location |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Restore Trading Community Person Additional Identifier |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Restore Trading Community Person Additional Name |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Restore Trading Community Person Address |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Restore Trading Community Person Address Use |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Restore Trading Community Person Classification Code Assignment |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Restore Trading Community Person Contact Preference |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Restore Trading Community Person Email |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Restore Trading Community Person Instant Messenger |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Restore Trading Community Person Phone |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Restore Trading Community Person Relationship |
Allows the restoration of inactive person relationships. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Restore Trading Community Person Web Page |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Resubmit Deal Registration |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Retire Sales Products |
Allows retiring sales products. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Run CRM Export Process |
This privilege would grant a user the ability to schedule CRM object to export to a file |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Run Direct Store Delivery Process |
Allows users to schedule and run the daily upload and download jobs for direct store delivery features. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Run File Import Scheduler |
Allows scheduling and monitoring the process that schedules file import activities. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Run Intelligent Advisor Checkpoint Migration ESS Job |
Allows users to run Intelligent Advisor Checkpoint Migration. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Run Link Management Process |
Allows scheduling and monitoring of link management process jobs. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Run Marketing Integration Campaign Scheduled Jobs |
Allows administrators to run, schedule and monitor marketing integration campaign related scheduled jobs for Engineered Selling. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Run Populate Click Description Process |
Allows scheduling and running of the process that populates click descriptions. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Run Purge Recent Items |
Allows scheduling and monitoring of the process to purge the recent items information for business objects. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Run Sales Forecast Jobs |
Allows running of the various background jobs including Forecast Generation, Participant Forecast Generator, Periodic Refresh, and Due Date Check. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Run Sales Orchestration Scheduled Jobs |
Allows running, scheduling and monitoring Sales Orchestration related scheduled jobs. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Run Smart Action Auto Ranking |
Allows execution of an ESS job to calculate the ranking of Smart Actions |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Run Sync Handler Process |
Allows users to schedule and run the sync process for CX Consumer Goods mobile users. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Search Trading Community Location |
Allows the search of locations. If assigning, also assign the ability to view the trading community location. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Search Trading Community Person |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Search Trading Community Person Additional Identifier |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Search Trading Community Person Additional Name |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Search Trading Community Person Address |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Search Trading Community Person Classification |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Search Trading Community Person Contact Point |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Search Trading Community Person Relationship |
Allows the search of person relationships. If assigning, also assign the ability to view the trading community person relationship. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Select Metadata Entities and Attributes |
Manage input data entities used in predictive models and business rules. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Select Trading Community Person Address as Primary for a Purpose |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Send Impersonated Email from Digital Sales |
Allows an impersonated user to send email from Digital Sales on behalf of a Sales MS 365 user. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Set Up Activity Stream Settings |
Allows to set up activity stream settings. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Set Up CRM Objects for Export |
This privilege would grant a user the ability to register CRM objects for Export |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Set Up File Import Activity |
Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Set Up File Import Object and Mapping |
Allows reviewing and registering business objects, such as sales leads and opportunities, intended for import from external files. Also allows creating and maintaining maps of external source file columns to target staging table columns for use in importing those business objects, such as sales leads, customers, contacts, and sales catalogs. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Set Up Sales Competitor |
Allows setup and management of competitors features, such as strength and weakness attributes and threat level. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Set Up Sales Note |
Controls the setup of sales notes |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Set Up Sales Resource Organization |
Allows setup of sales resource organization. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Set Up Sales Task |
Controls the setup of sales tasks |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Setup Sales Forecasting from Digital Sales |
Allows setting up sales forecasting and running processes from Digital Sales. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Share User Document |
Allows a Sales Lightbox user to share any document. The user is not necessarily owner of the document. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Submit Person Merge Request |
Allows the submission of person merge requests. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Sync External Users To LDAP |
Allows the running of the process that sends personal data for external users to LDAP |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Activity |
Allows editing activities. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Completed Marketing Claim Settlement |
Allows updating the attributes of MDF Marketing Claim Settlements in Complete status |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Customer Competitor Purchase |
Allows update access to pages displaying competitor products the customer has purchased. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Enterprise Application Deployment Information |
Allows updating deployment information of an enterprise application. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Interviews |
Allows updating an existing interview |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Marketing Claim Approval Details |
Allows updating the MDF claim approval details |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Marketing Claim Settlement Details |
Allows updating the attributes of MDF Marketing Claim Settlements |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Marketing Fund Request Approval Details |
Allows updating the MDF request approval details |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Marketing Integration Campaign |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Sales Business Plan |
Allows updating sales business plans. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Sales Contests |
Allows updating sales contests. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Sales Goals |
Allows updating sales goals. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Sales KPI |
Allows updating sales KPI. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Sales Objective |
Allows updating sales objectives. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Sales Orchestration |
Allows updating an existing Sales Orchestration. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Trading Community Link |
Allows update of the linked trading community party records. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Trading Community Location |
Allows the update of the organization location information. If assigning, also assign the ability to view the trading community location. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Trading Community Person |
Allows the update of person information. If assigning, also assign the ability to view the trading community person. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Trading Community Person Additional Identifier |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Trading Community Person Additional Name |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Trading Community Person Address Use |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Trading Community Person Classification Code Assignment |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Trading Community Person Contact Preference |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Trading Community Person Email |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Trading Community Person Instant Messenger |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Trading Community Person Phone |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Trading Community Person Relationship |
Allows the update of person relationship information. If assigning, also assign the ability to view the trading community person relationship. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Update Trading Community Person Web Page |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Upload User Document |
Allows a Sales Lightbox user to upload a document. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Use Generative AI Features in Sales |
Allows users to use generative ai features |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Use REST Services to Delete Survey Results |
Allows users to initiate the delete action on the surveyResults REST API. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Use REST Services to Manage Survey Results |
Allows users to initiate the create and update actions on the surveyResults REST API. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
Use REST Services to View Survey Results |
Allows users to initiate the view action on the surveyResults REST API. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Account from Digital Sales |
Allow viewing of account from Digital Sales. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Activity |
Allows viewing activities. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Activity from Digital Sales |
Allow viewing of Activity from Digital Sales. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Administration Link |
Privilege to view administration link in UI shell |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View All User Documents |
Allows a Sales Lightbox administrator to view all documents. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Application Usage Insights UI |
Allows viewing of the Application Usage Insights UI. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Contact from Digital Sales |
Allow viewing of contact from Digital Sales. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Contracted Products |
Controls access to view contracted product selection tool in the runtime. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Customer Asset |
View assets owned by a customer. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Customer Competitor Purchase |
Allows viewing of pages displaying competitor products the customer has purchased, and related data. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Data Visualization Configuration |
Allows viewing of data visualization configurations. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Deal Registrations from Digital Sales |
Allow viewing of Deal Registrations from Digital Sales. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Deleted Object Records |
Allows the user to view deleted object records. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Digital Sales |
Allow viewing of the Digital Sales application |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Express Report Definitions |
Allows viewing of Express Report Definitions |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Express Report Types |
Allows viewing of Express Report Types |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Geography Information |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Interviews |
Allows viewing of interviews |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Lightbox Feedback |
Ability to view Feedback for Lightbox Document |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View LinkedIn Sales Navigator Data |
Allows viewing Sales Navigator Widget through integration with LinkedIn |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Marketing Integration Campaign |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View My Day |
Allows viewing of various record types within a single page. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Named Routes |
Allows viewing and grouping all functional navigation flows across channels into a single name |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Navigator Menu |
Allows viewing navigator metadata information |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Opportunity from Digital Sales |
Allows viewing of opportunity from Digital Sales. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Page Personalization Layouts |
Allows the view of Page Personalization Layouts through UI pages or REST service calls |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Partner Profile |
Allows viewing the partner profile. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Partner Program |
Allows viewing of the partner program. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Partner Program Enrollment |
Allows viewing of partner program enrollment. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Partner from Digital Sales |
Allow viewing of partner from Digital Sales. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Price Book |
Allow view access to the price book |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Product Group Picker |
Controls access to view product group picker in the runtime. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Product Picker |
Controls access to view product picker in the runtime. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Quotes and Quote Lines in Digital Sales |
Allow viewing of quotes and quote lines in Digital Sales. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Recommended Products |
Allows viewing of recommended products |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Reports and Analytics Accordion |
Allows viewing of reports and analytics accordion. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Rollup Metrics |
Allows users to drill-down to the rollup value and view what the rollup is made up of. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Business Plan |
Allows viewing sales business plans. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Competitor |
Allows viewing of pages displaying sales competitor information, such as the competitor profile. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Competitor Opportunities |
Allows viewing of sales competitor opportunity information. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Contests |
Allows viewing sales contests. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Forecast for Subordinates |
Allows managing of all sales forecast items for all territories they own, or where they are delegated forecasting responsibility and for any subordinate territories. Also includes all forecast items assigned to child territories and to territories previously owned that are part of an active forecast. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Forecast from Digital Sales |
Allows viewing sales forecast items from Digital Sales. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Goals |
Allows viewing sales goals. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Homepage pagination dot five |
Allows viewing of the sales representative dashboard embedded in pagination dot five. The dashboard contains analytical reports about sales objects. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Homepage pagination dot four |
Allows viewing of the sales representative dashboard embedded in pagination dot four. The dashboard contains analytical reports about sales objects. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Homepage pagination dot one |
Allows viewing of the sales representative dashboard embedded in pagination dot one. The dashboard contains analytical reports about sales objects. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Homepage pagination dot three |
Allows viewing of the sales representative dashboard embedded in pagination dot three. The dashboard contains analytical reports about sales objects. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Homepage pagination dot two |
Allows viewing of the sales representative dashboard embedded in pagination dot two. The dashboard contains analytical reports about sales objects. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Insights |
Allows viewing of Sales insights generated by Sales Intelligence features |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales KPI |
Allows viewing sales KPI. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Lead from Digital Sales |
Allows viewing of sales lead from Digital Sales. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Manager Dashboard |
Allows viewing of the sales manager dashboard. The dashboard contains analytical reports about sales objects. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Objective |
Allows viewing sales objectives. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Orchestration |
Allows viewing the list of Sales Orchestrations or a particular Sales Orchestration. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Order |
Allows viewing sales orders. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Products |
Allows viewing of sales products. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Recommendations |
Allows viewing of Sales recommendations generated by Sales Intelligence feature |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Reference Customer |
Allows viewing of pages displaying information about sales reference customers, such as their names and reference status. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Reference Customer Opportunities |
Allows viewing of sales reference opportunity information. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Sales Representative Dashboard |
Allows viewing of the sales representative dashboard. The dashboard contains analytical reports about sales objects. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Similar Accounts |
Allows viewing of similar accounts |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Similar Records |
Allows viewing of similar records identified by Sales Intelligence feature |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Smart Actions |
Allows read and view access to Smart Actions Framework data. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Text Analysis Intelligence |
Allows user to view intelligence derived from text analysis |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Trading Community Link |
Allows update of the linked trading community party records. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Trading Community Location |
Allows the invocation of location web services. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Trading Community Person |
Allows exporting, searching, and viewing of person details such as addresses, classifications, identifiers, and names. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Trading Community Person Additional Identifier |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Trading Community Person Additional Name |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Trading Community Person Address |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Trading Community Person Address Use |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Trading Community Person Classification Code Assignment |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Trading Community Person Contact Points |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Trading Community Person Contact Preference |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Trading Community Person Relationship |
Allows viewing of person relationship information. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Trading Community Person Source System Mapping |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Trading Community Person Usage Assignment |
Not Available |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View User Context |
Allows viewing of relevant contextual information for a given user. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View User Document |
Allows a Sales Lightbox user to view documents that they own. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View Web Activity |
Allows viewing web activities synchronized from B2B Marketing. |
Sales Administrator |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs. |
View communication details |
Allows viewing communication details such as email status, call scripts |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Account Change History |
Allows viewing of account change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Activity Change History |
Allows viewing of activity change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Business Plan Change History |
Allows viewing of business plan change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Contact Change History |
Allows viewing of contact change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Deal Registration Change History |
Allows viewing of deal registration change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Household Change History |
Allows viewing of household change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Lead Change History |
Allows viewing of lead change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Opportunity Change History |
Allows viewing of opportunity change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Sales Objective Change History |
Allows viewing of sales objective change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Service Request Change History |
Allows viewing of service request change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Territory Change History |
Allows viewing of territory change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Work Order Change History |
Allows viewing of work order change history |
Sales Forecasting Delegated Management |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users. |
Edit Sales Forecast Items |
Allows editing of sales forecast items |
Sales Forecasting Delegated Management |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users. |
Export Sales Forecast Participant |
Allows the export of any summary level forecast information that is viewable from the normal forecasting application. |
Sales Forecasting Delegated Management |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users. |
Manage Sales Forecast Adjustments |
Allows viewing, creating, editing, and deleting of sales forecast adjustments. |
Sales Forecasting Delegated Management |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users. |
Manage Sales Forecast Item Adjustments |
Allows viewing, creating, editing, and deleting of sales forecast item adjustments. |
Sales Forecasting Delegated Management |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users. |
Manage Sales Forecast Participant |
Allows viewing and submitting of all sales forecasts. Also includes the ability to submit and reject all child territories. |
Sales Forecasting Delegated Management |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users. |
Run Copy Prior Forecast Process |
Allows running of the process to copy summary aggregates from a prior forecast. |
Sales Forecasting Delegated Management |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users. |
Run Distribute Totals Process |
Allows running of the process to distribute totals for forecasting summary aggregates. |
Sales Forecasting Delegated Management |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users. |
Run Recalculate Totals Process |
Allows running of the process to recalculate totals for forecasting summary aggregates. |
Sales Forecasting Delegated Management |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users. |
Run Reject or Withdraw Process |
Allows running of the process to refresh forecast items after the initial submission is either rejected or withdrawn. |
Sales Forecasting Delegated Management |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users. |
View Sales Forecast Item Adjustments |
Allows viewing of sales forecast item adjustments. |
Sales Forecasting Delegated Management |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users. |
View Sales Forecast Participant |
Allows viewing of all sales forecasts at a summary level. |
Sales Forecasting Delegated Management |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users. |
View Sales Forecast Participant For Self |
Allows quick access to summary sales forecast information for territories they own. |
Sales Lead Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Convert Marketing Response |
Allows converting marketing campaign responses to sales leads and opportunities. |
Sales Lead Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Convert Sales Lead |
Allows converting sales leads to opportunities. |
Sales Lead Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Create Sales Lead |
Allows creating sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Export Sales Lead |
Allows exporting sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Identify Sales Lead |
Allows identifying sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Manage Lead Qualification Work Area |
Allows managing sales lead qualification information to determine the sales readiness of a lead from the work area. A work area is the landing page for frequent tasks and reports useful for qualifying relevant sales leads. |
Sales Lead Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Qualify Sales Lead |
Allows qualifying sales lead information to determine the sales readiness of a lead. |
Sales Lead Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Update Sales Lead |
Allows updating sales lead. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
View Sales Lead |
Allows viewing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Follow Up Management |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Convert Marketing Response |
Allows converting marketing campaign responses to sales leads and opportunities. |
Sales Lead Follow Up Management |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Convert Sales Lead |
Allows converting sales leads to opportunities. |
Sales Lead Follow Up Management |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Create Sales Lead |
Allows creating sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Follow Up Management |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Export Sales Lead |
Allows exporting sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Follow Up Management |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Identify Sales Lead |
Allows identifying sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Follow Up Management |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Manage Lead Qualification Work Area |
Allows managing sales lead qualification information to determine the sales readiness of a lead from the work area. A work area is the landing page for frequent tasks and reports useful for qualifying relevant sales leads. |
Sales Lead Follow Up Management |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Qualify Sales Lead |
Allows qualifying sales lead information to determine the sales readiness of a lead. |
Sales Lead Follow Up Management |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Update Sales Lead |
Allows updating sales lead. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Follow Up Management |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
View Sales Lead |
Allows viewing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Processing |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Create Sales Lead |
Allows creating sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Processing |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Delete Sales Lead |
Allows deleting sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Processing |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Export Sales Lead |
Allows exporting sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Processing |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Import Sales Lead |
Allows importing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Processing |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Manage Lead Processing Work Area |
Allows managing and processing of sales leads including import and lead assignment from the work area. A work area is the landing page for frequent tasks and reports useful for managing relevant sales leads. |
Sales Lead Processing |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Manage Lead Qualification Work Area |
Allows managing sales lead qualification information to determine the sales readiness of a lead from the work area. A work area is the landing page for frequent tasks and reports useful for qualifying relevant sales leads. |
Sales Lead Processing |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Manage Sales Lead |
Allows web services management of sales leads including modifying lead attributes and accepting or rejecting sales leads. |
Sales Lead Processing |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Manage Sales Lead Processing |
For internal use only. Allows web services management of sales lead assignment processing. |
Sales Lead Processing |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Qualify Sales Lead |
Allows qualifying sales lead information to determine the sales readiness of a lead. |
Sales Lead Processing |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Run File Import Scheduler |
Allows scheduling and monitoring the process that schedules file import activities. |
Sales Lead Processing |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Run Lead Processing Scheduler |
Allows submitting sales lead assignment processing activities. |
Sales Lead Processing |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Set Up File Import Activity |
Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables. |
Sales Lead Processing |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Set Up File Import Object and Mapping |
Allows reviewing and registering business objects, such as sales leads and opportunities, intended for import from external files. Also allows creating and maintaining maps of external source file columns to target staging table columns for use in importing those business objects, such as sales leads, customers, contacts, and sales catalogs. |
Sales Lead Processing |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Update Sales Lead |
Allows updating sales lead. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Processing |
Processes sales leads including managing, importing, and assigning sales lead activities. |
View Sales Lead |
Allows viewing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Qualification |
Qualifies sales leads to determine the sales readiness of the lead. |
Create Sales Lead |
Allows creating sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Qualification |
Qualifies sales leads to determine the sales readiness of the lead. |
Identify Sales Lead |
Allows identifying sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Qualification |
Qualifies sales leads to determine the sales readiness of the lead. |
Manage Lead Qualification Work Area |
Allows managing sales lead qualification information to determine the sales readiness of a lead from the work area. A work area is the landing page for frequent tasks and reports useful for qualifying relevant sales leads. |
Sales Lead Qualification |
Qualifies sales leads to determine the sales readiness of the lead. |
Manage Sales Lead |
Allows web services management of sales leads including modifying lead attributes and accepting or rejecting sales leads. |
Sales Lead Qualification |
Qualifies sales leads to determine the sales readiness of the lead. |
Qualify Sales Lead |
Allows qualifying sales lead information to determine the sales readiness of a lead. |
Sales Lead Qualification |
Qualifies sales leads to determine the sales readiness of the lead. |
Update Sales Lead |
Allows updating sales lead. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Qualification |
Qualifies sales leads to determine the sales readiness of the lead. |
View Sales Lead |
Allows viewing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Qualification Supervision |
Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy. |
Create Sales Lead |
Allows creating sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Qualification Supervision |
Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy. |
Identify Sales Lead |
Allows identifying sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Qualification Supervision |
Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy. |
Manage Lead Qualification Work Area |
Allows managing sales lead qualification information to determine the sales readiness of a lead from the work area. A work area is the landing page for frequent tasks and reports useful for qualifying relevant sales leads. |
Sales Lead Qualification Supervision |
Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy. |
Manage Sales Lead |
Allows web services management of sales leads including modifying lead attributes and accepting or rejecting sales leads. |
Sales Lead Qualification Supervision |
Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy. |
Qualify Sales Lead |
Allows qualifying sales lead information to determine the sales readiness of a lead. |
Sales Lead Qualification Supervision |
Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy. |
Update Sales Lead |
Allows updating sales lead. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Lead Qualification Supervision |
Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy. |
View Sales Lead |
Allows viewing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Administer Sandbox |
Allows administration of all sandboxes. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Configure Customer Center UI |
Enables configuration of Customer Center pages |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Create Incident |
Allow creating incident including adding attachment and message |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Delete Consumer |
Allows deleting consumers. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Delete Sales Account |
Allows deleting sales accounts. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Delete Sales Group |
Allows deleting sales groups. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Delete Sales Organization |
Allows deletion of Sales Organizations. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
End date Sales Account |
Allows end dating a sales account |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Manage All Application Profile Values |
Allows management of all application profile option settings and values at various levels to control application behavior. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Manage Application Common Lookup |
Not Available |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Manage Application Descriptive Flexfield |
Allows management of application descriptive flexfields. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Manage Application Extensible Flexfield |
Manage implementation of the Extensible Flexfield feature on a given entity. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Manage Application Flexfield Value Set |
Allows management of value sets to validate the content of a flexfield segment. Value sets provide declarative validation for use in applications flexfield attributes and key segments. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Manage Application Profile Category |
Manage application profile option categories |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Manage Application Profile Option |
Manage Application Profile Options: Manage the level the value can be changed |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Manage Application Set-Enabled Lookup |
Manage sub-type entities stored in the Application Set-Enabled Lookup entity. Lookup Types are lists of values such as Days of the Week or Yes/No which can be used to validate column values. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Manage Application Standard Lookup |
Manage sub-type entities stored in the Application Standard Lookup Values entity. Lookup Types are lists of values such as "Days of the Week" or "Yes/No" which can be used to validate columns values. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Manage Data Cloud Mappings and Preferences |
Allows management of attribute mappings and preferences for social data cloud service integration. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Manage Legal Contact Preferences |
Allows managing contact preferences restricted for legal reasons. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Manage Named Sales Account |
Allows marking the sales account as Named. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Manage Original System References |
Allows OSR create/update/delete capability |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Manage Sales Party Partner Territory |
Not Available |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Run CRM Export Process |
This privilege would grant a user the ability to schedule CRM object to export to a file |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Run File Import Scheduler |
Allows scheduling and monitoring the process that schedules file import activities. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Run Mass Transfer Process |
Allows executing a mass transfer process |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Run Purge Batch Assignment Information Process |
Allows scheduling and monitoring of the process to purge the batch assignment data. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Run Sales Account Import Scheduler |
Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing sales accounts into staging tables. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Run Update Existing Account Flag Service |
Allows managing of the process desognating if an account is a new or existing account. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Set Up CRM Objects for Export |
This privilege would grant a user the ability to register CRM objects for Export |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Set Up File Import Activity |
Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Set Up File Import Object and Mapping |
Allows reviewing and registering business objects, such as sales leads and opportunities, intended for import from external files. Also allows creating and maintaining maps of external source file columns to target staging table columns for use in importing those business objects, such as sales leads, customers, contacts, and sales catalogs. |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Update Incident |
Allow update incident including adding attachment and message attachment |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
View Administration Link |
Privilege to view administration link in UI shell |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
View All Customers |
Allows viewing of the All Customers tab in customer picker |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
View All Parties |
Allows viewing of the All Parties tab in customer picker |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
View All Sales Accounts |
Allows viewing of the All Sales Accounts tab in customer picker |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
View Favorite Accounts |
Allows viewing of the favorite account tab in customer picker |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
View Incident |
Allow viewing incidents panel in overview and incidents tab |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
View Original System Reference |
Allows viewing OSR information for a Sales Account |
Sales Party Administration |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
View Team and Territory Accounts |
Allows viewing of the Team and Territory Account tab in customer picker |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Add Trading Community Resource to My Social Network |
Allows the addition of a resource to their social network. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Contact Trading Community Resource |
Allows emailing, calling, and instant messenging a resource. If assigning, also assign the ability to view trading community resource details. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Asset |
Allows create new assets |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Consumer |
Allows creating a consumer. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Incident |
Allow creating incident including adding attachment and message |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Account |
Allows creating a sales account |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Account Appointment |
Allows creating a sales account appointment |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Account Assessments |
Allows creating a sales account assessment |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Account Contact |
Allows creating a sales account contact |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Account Interaction |
Allows creating a sales account interaction |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Account Note |
Allows creating a sales account note |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Account Task |
Allows creating a sales account task |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Group |
Allows creating a sales group |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Group Members |
Allows creating a sales group members |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Organization |
Allows creating a sales organization. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Party Appointment |
Allows creating a sales party appointment. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Party Assessment |
Allows creating a sales party assessment. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Party Contact |
Allows creating a sales party contact. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Party Interaction |
Allows creating sales party interactions. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Party Note |
Allows creating sales party notes. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Party Relationship |
Allows creating sales party relationships to other parties. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Party Task |
Allows creating sales party tasks. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Asset |
Allows delete assets |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Account Appointment |
Allows deleting a sales account appointment |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Account Assessments |
Allows deleting a sales account assessment |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Account Contact |
Allows deleting a sales account contact |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Account Interaction |
Allows deleting a sales account interaction |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Account Note |
Allows deleting a sales account note |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Account Task |
Allows deleting a sales account task |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Group Members |
Allows deleting a sales group members |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Party Appointment |
Allows deleting sales party appointments. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Party Assessment |
Allows deleting sales party assessments. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Party Contact |
Allows deleting sales party contacts. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Party Interaction |
Allows deleting sales party interaction records. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Party Note |
Allows deleting sales party notes. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Party Relationship |
Allows deleting sales party relationships to other parties. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Party Task |
Allows deleting sales party tasks. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Edit Asset |
Allows edit existing assets |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Edit Trading Community Resource Profile |
Allows the update of resource profile information. If assigning, also assign the ability to view the trading community resource profile. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Enter Trading Community Location |
Allows the invocation of location web services. If assigning, also assign the ability to view the trading community location. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Enter Trading Community Merge Request |
Allows the creation of a manual merge request by searching and selecting the duplicate person or organization records to merge. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Export Assets |
Allow exporting assets in Asset List View in Fuse |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Export Customer Account |
Not Available |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Export Customer Account Contact |
Allows the export of customer account contact information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Account Enrichment |
Allows enrichment of accounts using social data and insight service. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Address |
Allows managing the primary or multiple addresses of an account |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Calendar Preferences |
Allows creation and maintenance of calendar preferences, such a the default calendar view. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Contact Enrichment |
Allows enrichment of contacts using social data and insight service. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Customer Tree Options |
Allow the configuration of Customer Tree nodes specifically the availability of "Hide" , "Set as Default" actions |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Installed Base Assets |
Allows creation and editing of installed Base assets. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Original System References |
Allows OSR create/update/delete capability |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Person Talent Profile |
Allows management of talent profile for a person. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Reference Customer Profile |
Allows managing reference customer profiles. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Sales Account Contact Hierarchy |
Allows update to the organization chart for the sales account |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Sales Account Team |
Allows managing and maintaining the sales account teams. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Sales Organization Hierarchy |
Allows update to Organization Hierarchy (Account Hierarchy) |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Sales Party Classifications |
Allows creation and maintenance of sales party classification. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Sales Party Contact Hierarchy |
Allows creation and maintenance of the sales party contact hierarchy. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Sales Party Forums |
Allows creation and maintenance of the sales party discussion forums. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Sales Party Team |
Allows managing the sales party team |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Trading Community Resource Address |
Allows the management of resource addresses. If assigning, also assign the ability to view the trading community resource address. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Trading Community Resource Contact Information |
Allows the management of resource contact information. If assigning, also assign the ability to view the trading community resource contact information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Trading Community Resource Note |
Allows the specification of resource notes. If assigning also assign the ability to view the trading community resource note. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Trading Community Resource Skills |
Allows the management of resource skills information. If assigning, also assign the ability to view the trading community resource skills. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Trading Community Resource Social Network |
Allows the management of a resource social network. If assigning, also assign the ability to view the trading community resource social network. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Remove Trading Community Location |
Allows the removal of locations. If assigning, also assign the ability to view the trading community location. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Restore Trading Community Location |
Not Available |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Run CRM Export Process |
This privilege would grant a user the ability to schedule CRM object to export to a file |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Run File Import Scheduler |
Allows scheduling and monitoring the process that schedules file import activities. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Search Customer Account Site |
Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Search Trading Community Location |
Allows the search of locations. If assigning, also assign the ability to view the trading community location. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Search Trading Community Organization |
Allows the search of organizations. If assigning, also assign the ability to view the trading community organization. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Search Trading Community Resource |
Allows the search of resources. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Set Up CRM Objects for Export |
This privilege would grant a user the ability to register CRM objects for Export |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Set Up File Import Activity |
Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Set Up File Import Object and Mapping |
Allows reviewing and registering business objects, such as sales leads and opportunities, intended for import from external files. Also allows creating and maintaining maps of external source file columns to target staging table columns for use in importing those business objects, such as sales leads, customers, contacts, and sales catalogs. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Submit Trading Community Merge Request |
Allows the submission of a manual merge request either to the application for immediate processing or to a data steward for processing later. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Consumer |
Allows reviewing and updating the consumer information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Customer Competitor Purchase |
Allows update access to pages displaying competitor products the customer has purchased. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Incident |
Allow update incident including adding attachment and message attachment |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Account Appointment |
Allows updating a sales account appointment |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Account Assessments |
Allows updating a sales account assessment |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Account Contact |
Allows updating a sales account contact |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Account Interaction |
Allows updating a sales account interaction |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Account Note |
Allows updating a sales account note |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Account Task |
Allows updating a sales account task |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Group |
Allows updating a sales group |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Group Members |
Allows updating a sales group members |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Organization |
Allows updating the sales organization. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Party Appointment |
Allows updating the sales party appointments. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Party Assessment |
Allows updating the sales party assessments. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Party Contact |
Allows updating the sales party contacts. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Party Interaction |
Allows updating of sales party interaction data. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Party Note |
Allows updating of sales party notes data. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Party Relationship |
Allows updating a sales party relationships to other parties. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Party Task |
Allows updating of sales party task data. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Trading Community Location |
Allows the update of the organization location information. If assigning, also assign the ability to view the trading community location. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Upload Trading Community Resource Picture |
Allows the upload of resource pictures. If assigning, also assign the ability to view trading community resource details. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Address |
Allows viewing the primary or multiple addresses of an account |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View All Customers |
Allows viewing of the All Customers tab in customer picker |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View All Parties |
Allows viewing of the All Parties tab in customer picker |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View All Sales Accounts |
Allows viewing of the All Sales Accounts tab in customer picker |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Assets |
Allows view assets |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Customer Account |
Allows the viewing of customer account information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Customer Account Contact |
Allows the viewing of customer account contact information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Customer Account Contact Responsibility |
Allows the viewing of customer account contact information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Customer Account Information |
Not Available |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Customer Account Site |
Allows the viewing of the customer account site information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Customer Account Site Use |
Allows the viewing of the customer account site use information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Customer Asset |
View assets owned by a customer. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Customer Competitor Purchase |
Allows viewing of pages displaying competitor products the customer has purchased, and related data. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Favorite Accounts |
Allows viewing of the favorite account tab in customer picker |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Geography Information |
Not Available |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Installed Base Assets |
Allows viewing the installed Base assets. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Marketing Response |
Allows viewing responses to marketing campaigns. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Opportunity |
Allows viewing of opportunity pages, including the work area. A work area is the landing page for accessing the frequently used tasks and reports useful for managing relevant opportunities. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Opportunity Revenue |
Allows viewing of opportunity revenue information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Original System Reference |
Allows viewing OSR information for a Sales Account |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Product Recommendation |
View product recommendations for a customer. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Sales Lead |
Allows viewing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Sales Organization Hierarchy |
Allows viewing Organization Hierarchy (Account Hierarchy) |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Sales Reference Customer |
Allows viewing of pages displaying information about sales reference customers, such as their names and reference status. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Team and Territory Accounts |
Allows viewing of the Team and Territory Account tab in customer picker |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Location |
Allows the invocation of location web services. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Address |
Allows viewing of resource addresses. If assigning, also assign the ability to view trading community resource details. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Collaboration Information |
Allows viewing of resource social network information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Contact Information |
Allows viewing of resource contact information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Details |
Allows viewing of resource basic information, such as name, primary phone, primary address, and primary e-mail. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Note |
Allows viewing of resource notes. If assigning, also assign the ability to view trading community resource details. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Organization Memberships |
Allows viewing of sales, marketing, and partner organization information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Overview Information |
Allows viewing of an overview for partner, marketing, and sales organization transaction information. If assigning, also assign the ability to view trading community resource details. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Profile |
Allows viewing of resource profile information. If assigning, also assign the ability to view trading community resource details. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Role Assignments |
Allows viewing of resource role assignments. If assigning, also assign the ability to view trading community resource details. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Sales Representative Information |
Allows viewing of salesperson setup information, such as sales credits. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Skills |
Allows viewing of resource skills information, such as language, competencies, and product expertise. If assigning, also assign the ability to view trading community resource details. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Social Network |
Allows viewing of a resource's social network. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Team Memberships |
Allows viewing of resource team memberships. If assigning, also assign the ability to view trading community resource details. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Export Assets |
Allow exporting assets in Asset List View in Fuse |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Export Customer Account |
Not Available |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Export Customer Account Contact |
Allows the export of customer account contact information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Manage Calendar Preferences |
Allows creation and maintenance of calendar preferences, such a the default calendar view. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Manage Customers Work Area |
Allows navigating to the customers work area. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Manage Original System References |
Allows OSR create/update/delete capability |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Run CRM Export Process |
This privilege would grant a user the ability to schedule CRM object to export to a file |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Search Customer Account Site |
Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Search Trading Community Organization |
Allows the search of organizations. If assigning, also assign the ability to view the trading community organization. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Set Up CRM Objects for Export |
This privilege would grant a user the ability to register CRM objects for Export |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Update Customer Competitor Purchase |
Allows update access to pages displaying competitor products the customer has purchased. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Address |
Allows viewing the primary or multiple addresses of an account |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View All Customers |
Allows viewing of the All Customers tab in customer picker |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View All Parties |
Allows viewing of the All Parties tab in customer picker |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View All Sales Accounts |
Allows viewing of the All Sales Accounts tab in customer picker |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Assets |
Allows view assets |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Billing Account |
Allows viewing of the sales party billing accounts. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Consumer |
Allows viewing of consumers. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Customer Account |
Allows the viewing of customer account information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Customer Account Contact |
Allows the viewing of customer account contact information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Customer Account Contact Responsibility |
Allows the viewing of customer account contact information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Customer Account Information |
Not Available |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Customer Account Site |
Allows the viewing of the customer account site information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Customer Account Site Use |
Allows the viewing of the customer account site use information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Customer Asset |
View assets owned by a customer. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Customer Competitor Purchase |
Allows viewing of pages displaying competitor products the customer has purchased, and related data. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Favorite Accounts |
Allows viewing of the favorite account tab in customer picker |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Incident |
Allow viewing incidents panel in overview and incidents tab |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Installed Base Assets |
Allows viewing the installed Base assets. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Marketing Response |
Allows viewing responses to marketing campaigns. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View One Source Market Place Information |
Allows viewing of the market place information from one source. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Opportunity |
Allows viewing of opportunity pages, including the work area. A work area is the landing page for accessing the frequently used tasks and reports useful for managing relevant opportunities. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Opportunity Revenue |
Allows viewing of opportunity revenue information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Original System Reference |
Allows viewing OSR information for a Sales Account |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Product Recommendation |
View product recommendations for a customer. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Revenue by Organization Hierarchy |
Allows viewing of the revenue by organization hierarchy. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account |
Allows viewing of the sales account profile node |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account Appointment |
Allows viewing a sales account appointment |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account Assessments |
Allows viewing a sales account assessment |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account Contact |
Allows viewing a sales account contact |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account Contact Hierarchy |
Allows viewing the organization chart for a sales account |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account Interaction |
Allows viewing a sales account interaction |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account Note |
Allows viewing a sales account note |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account Snapshot |
Allows viewing of the sales account snapshot data. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account Team |
Allows viewing of the sales account team information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account task |
Allows viewing a sales account task |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Competitor |
Allows viewing of pages displaying sales competitor information, such as the competitor profile. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Competitor Opportunities |
Allows viewing of sales competitor opportunity information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Group |
Allows viewing a sales group |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Group Members |
Allows viewing a sales group members |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Lead |
Allows viewing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Organization |
Allows viewing of the sales organization. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Organization Hierarchy |
Allows viewing Organization Hierarchy (Account Hierarchy) |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party |
Allows viewing of sales party information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Analytics |
Allows viewing of sales party analytics. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Appointment |
Allows viewing of sales party appointments. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Assessment |
Allows viewing of sales party assessments. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Classifications |
Allows viewing of sales party classifications. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Contact |
Allows viewing of sales party contact information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Contact Hierarchy |
Allows viewing of the sales party contact hierarchy. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Forums |
Allows viewing of the sales party discussion forum. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Hierarchy |
Allows viewing of the sales party hierarchy. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Interaction |
Allows viewing of the sales party interaction. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Note |
Allows viewing of the sales party notes. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Relationship |
Allows viewing a sales party relationships to other parties. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Snapshot |
Allows viewing of the sales party snapshot data. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Subsidiaries |
Allows viewing of the sales party subsidiaries data. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Task |
Allows viewing of the sales party task data. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Team |
Allows viewing the sales party team |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Reference Customer |
Allows viewing of pages displaying information about sales reference customers, such as their names and reference status. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Reference Customer Opportunities |
Allows viewing of sales reference opportunity information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Siebel Service Requests |
Allows viewing of the Siebel service requests data. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Team and Territory Accounts |
Allows viewing of the Team and Territory Account tab in customer picker |
Service Availability Management |
Manage the service availability data including reading and writing the availability of a service. |
Manage Service Status |
Allows management of service availability data. |
Service Availability Management |
Manage the service availability data including reading and writing the availability of a service. |
Use REST Service to Manage Service Status |
Allows management of service availability data using REST API. |
Service Generative AI Administrator |
Administer activities related to Service Gen AI APIs such as configuration of prompts across all areas of Oracle Fusion Service, such as Service Center, Knowledge, and Chat. |
Administer Case Summarization APIs |
Allows access to the APIs to administer Case summarization feature |
Service Generative AI Administrator |
Administer activities related to Service Gen AI APIs such as configuration of prompts across all areas of Oracle Fusion Service, such as Service Center, Knowledge, and Chat. |
Administer HR Help Desk Request Summarization APIs |
Allows access to the APIs to administer HR Help Desk Request summarization feature |
Service Generative AI Administrator |
Administer activities related to Service Gen AI APIs such as configuration of prompts across all areas of Oracle Fusion Service, such as Service Center, Knowledge, and Chat. |
Administer Internal Help Desk Request Summarization APIs |
Allows access to the APIs to administer Internal Help Desk Request summarization feature |
Service Generative AI Administrator |
Administer activities related to Service Gen AI APIs such as configuration of prompts across all areas of Oracle Fusion Service, such as Service Center, Knowledge, and Chat. |
Administer SR Summarization APIs |
Allows administration of tasks such as payload to be passed on to APIs. |
Service Generative AI User |
Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model. |
Access Case Summarization APIs |
Allows access to the APIs to use Case summarization feature |
Service Generative AI User |
Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model. |
Access HR Help Desk Request Summarization APIs |
Allows access to the APIs to use HR Help Desk Request summarization feature |
Service Generative AI User |
Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model. |
Access HRHD Automation Agent APIs |
Allows access to APIs related to HRHD automation agent |
Service Generative AI User |
Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model. |
Access ISR Automation Agent APIs |
Allows access to APIs related to ISR automation agent |
Service Generative AI User |
Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model. |
Access Internal Help Desk Request Summarization APIs |
Allows access to the APIs to use Internal Help Desk Request summarization feature |
Service Generative AI User |
Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model. |
Access SR Automation Agent APIs |
Allows access to APIs related to SR automation agent |
Service Generative AI User |
Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model. |
Access SR Summarization APIs |
Allows access to the APIs to fetch SR summarizations |
Service Generative AI User |
Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model. |
Chat Knowledge Article Summary Extraction Service |
Allows for a generative AI-created answer extraction of Knowledge Management articles that can be included in chat messages along with a link to the source document. |
Service Generative AI User |
Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model. |
Chat Transcript Summary Service for Transfers and Conferences |
Allows for the creation of a generative AI chat transcript summary that will be passed to agents when receiving chat transfer or conference offers. |
Service Generative AI User |
Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model. |
Generative AI Wrap Up Summary Service |
Allows for the creation of a generative AI summary that will be inserted into wrap up notes at the end of an interaction. |
Service Profile Administration |
Manages all aspects of the Service Profile object, including deleting a service profile. |
Create Service Profile |
Allows the user to create a new service profile. |
Service Profile Administration |
Manages all aspects of the Service Profile object, including deleting a service profile. |
Delete Service Profile |
Allows the user to delete an existing service profile. |
Service Profile Administration |
Manages all aspects of the Service Profile object, including deleting a service profile. |
Edit Service Profile Technician Access Schedule |
Allows editing of a technician access schedule on the service profile. |
Service Profile Administration |
Manages all aspects of the Service Profile object, including deleting a service profile. |
Edit Service Profile Technician Preferences |
Allows editing of a technician preference. |
Service Profile Administration |
Manages all aspects of the Service Profile object, including deleting a service profile. |
Edit Work Order Technician Access Schedule |
Allows editing of a technician access schedule on the work order. |
Service Profile Administration |
Manages all aspects of the Service Profile object, including deleting a service profile. |
Update Service Profile |
Allows the user to update an existing service profile. |
Service Profile Administration |
Manages all aspects of the Service Profile object, including deleting a service profile. |
View Service Profile |
Allows viewing of service profiles. |
Service Profile Administration |
Manages all aspects of the Service Profile object, including deleting a service profile. |
View Technician Access Schedules |
Allows viewing of a technician access schedules. |
Service Profile Administration |
Manages all aspects of the Service Profile object, including deleting a service profile. |
View Technician Preferences |
Allows viewing of a technician preference. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Access Co-browse Feature |
Allows launching and usage of Co-browse functionality. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Access Feed View |
Allows access to view feeds. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Access Mobile CRM |
Functional privilege providing access to CRM data using mobile applications |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Access Partner Media Toolbar |
Allows access to the partner media toolbar |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Access Routing Service APIs |
Allows access to the routing service APIs. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Add Attachment |
Allows adding an attachment to a SR or SR Message. This privilege will also allow the user to delete an attachment from the SR. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Administer Conversation Message |
Allows administration of conversation message. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Administer SR Summarization APIs |
Allows administration of tasks such as payload to be passed on to APIs. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Administer SmartText |
Allows the user to administer SmartText. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Approve Service Work Order Override Request |
Allows approving a service work order scheduler override request. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Assign Case to Case Worker |
Allows user to assign a case to a case worker |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Assign Case to Queue |
Allows user to assign a case to queue |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Assign Service Request |
Allows manual assigning of service request to a resource |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Assign Service Request to Queue |
Allows manual assigning of service request to a service queue. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Cancel Service Work Order |
Allows canceling of a service work order. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Compose Customer Message |
Allows composing a customer message for a SR |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Compose Internal Note |
Allows composing an internal note for a SR |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Compose Internal Note for Case |
Allows users to compose an internal note for a case |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Compose Response |
Allows composing a Response for a SR |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Configure CX Service Dashboard |
Allows the user to create, update and delete custom CX service infolets. The out of the box application defined infolets cannot be edited or deleted. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Create Action Plan |
Allows creation of an Action Plan. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Create Activity |
Allows creating activities. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Create Article |
Not Available |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Create Case |
Allows user to create case records |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Create Case Conversation |
Allows the user to create a converation on the case object. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Create Customer Assets by Service |
Allows creation of customer assets, related configurations and structures. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Create DLM Policies |
Allows creation of DLM policies. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Create IoT Registration Request |
Allows submitting a request to register a device or asset with the IoT cloud |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Create Knowledge Tasks |
Allows users to suggest improvements to knowledge articles. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Create Object Link |
Allows the user to create an object link. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Create Service Request |
Allows creation of a service request |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Create Service Work Order |
Allows creation of a service work order. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Create Tag |
Allows the user to create tags. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Delete Activity |
Allows deleting activities. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Delete Case |
Allows user to delete a case record |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Delete Chat Transcript |
Allows user to delete a chat transcript. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Delete DLM Policies |
Allows deletion of DLM policies. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Delete Object Link |
Allows the user to delete an object link. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Delete Service Request |
Allows deleting of service request |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Delete Service Request Attachment |
Allows deleting an attachment from an SR or SR message. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Delete Service Work Order |
Allows the user to delete a work order. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Download Attachment of an SR or SR Message |
Allows downloading an attachment of an SR or SR Message. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Edit Action Plan |
Allows edit of an Action Plan. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Edit Case |
Allows user to edit case attributes |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Edit DLM Policies |
Allows editing of DLM policies. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Edit Service Profile Technician Access Schedule |
Allows editing of a technician access schedule on the service profile. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Edit Service Profile Technician Preferences |
Allows editing of a technician preference. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Edit Service Request |
Allows editing of a service request |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Edit Service Work Order |
Allows editing of a service work order. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Edit Work Order Technician Access Schedule |
Allows editing of a technician access schedule on the work order. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Edit Workflows |
Allows creating, editing and reading of workflow automations. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Forward Service Request |
Allows forwarding a SR |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Get Customer Assets by Service |
Allows query of customer assets using a service. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Get Service Request Follow Notifications |
Allows the user to get notifications when they follow a service request. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Case Activities |
Allows user to manage activities for a case such as edit or delete |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Case Attachments |
Allows the user to manage attachments for a case such as add or delete. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Case Contacts |
Allows user to manage contacts for a case such as add or delete |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Case Conversations |
Allows the user to manage conversations for a case such as add or delete. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Case Household |
Allows user to manage household for a case such as add or delete |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Case Messages |
Allows user to manage messages for a case such as edit or delete |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Case Service Requests |
Allows user to manage service requests for a case such as update |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Case Team Members |
Allows user to manage team members for a case such as add or delete resources |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Co-browse Access |
Enables Availability setting for new Co-browse work. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Content for Sales Cloud Virtual Assistant |
Allows the user to create, update and delete content within their Oracle Virtual Assistant instance. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Content for Virtual Assistant |
Allows the user to create, update and delete content within their Oracle Virtual Assistant instance. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Content for Virtual Assistant for HCM |
Allows the user to create, update and delete content within their Oracle Virtual Assistant instance. Applicable only to CRM. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage DLM Policies |
Allows create, edit, delete and execution of DLM policies. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Data Visualization Configuration |
Allows creation, modification and deletion of data visualization configurations either through UI pages or through REST service calls. For example, a data visualization could be configured to be displayed as a Bar chart. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Depot Repair Order Details |
Allows the user to manage depot repair order details. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Express Report Definitions |
Allows creation, modification and deletion of Express Report Definitions |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Express Report Types |
Allows creation, modification and deletion of Express Report Types |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Feed Configurations |
Allows create, delete and update of feed configurations. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Field Security |
Allows the user to administer field security for functional objects. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Inbound Message |
Allows create, update, delete and view of inbound messages |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Installed Base Assets |
Allows creation and editing of installed Base assets. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Inventory Reservation and Picks |
Allows management of inventory reservations and picks. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Notification Preferences |
Allows management of notification preferences. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Omnichannel Capacities |
Allows defining the maximum number of active objects or interactions assigned to a user. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Omnichannel Presence and Availability |
Allows management of the omnichannel availability for new work, presence menu and indicator. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Outbound Message |
Allows a user to create, update, delete and view outbound messages. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Part Orders |
Allows creating and managing part orders for a work order and service request. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage SR Contacts |
Allows adding/removing a contact from a service request. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage SR Team Member |
Allows adding/removing a team member to a SR |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Service Queues |
Allows management of service queues and queue memberships. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Smart Actions |
Allows access to Smart Actions Framework REST operations. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage SmartText |
Allows creation, update and delete of a SmartText. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Social Post |
Allows create, update, delete and view of social posts |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Survey Requests |
Allows the user to create, update, view, and delete survey requests. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Tags |
Allows the administrator to manage tags. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Technician Access Schedules |
Allows the user to manage technician access schedules. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Technician Preferences |
Allows the user to manage technician preferences. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Video Access |
Enables availability setting for new video work. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Manage Work Order Debrief and Estimates |
Allows the user to manage work order debrief and estimates. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Modify Service UI |
Allows modifying service UI. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Override Part Order Pricing |
Allows the user to manually override the part order price. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Personalize Analytics Dashboard Display |
Allows create, update and delete of custom CX service infolets. Also, allows show/hide and rearrange the display order of the infolets. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Personalize CX Service Dashboard |
Allows the user to show/hide and rearrange the display order of the CX service infolets. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Publish SmartText |
Allows scope of SmartText to be set to GLOBAL so that all users can view/use it. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Receive Browser Notifications |
Allows users to receive browser notifications from the notification framework. If notifications have links to objects, you will need appropriate privilege to view the object. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Reschedule Service Work Order |
Allows rescheduling of a service work order. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Run CRM Export Process |
This privilege would grant a user the ability to schedule CRM object to export to a file |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Run File Import Scheduler |
Allows scheduling and monitoring the process that schedules file import activities. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Run Purge Batch Assignment Information Process |
Allows scheduling and monitoring of the process to purge the batch assignment data. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Schedule Service Jobs |
Allows scheduling of service related jobs, such as, closing of old service requests |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Set Up CRM Objects for Export |
This privilege would grant a user the ability to register CRM objects for Export |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Set Up File Import Activity |
Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Set Up File Import Object and Mapping |
Allows reviewing and registering business objects, such as sales leads and opportunities, intended for import from external files. Also allows creating and maintaining maps of external source file columns to target staging table columns for use in importing those business objects, such as sales leads, customers, contacts, and sales catalogs. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Setup Action Plan |
Allows action plan setup. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Setup Engagement Engine |
Allows the user setup and configure engagement engine. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Setup External Collaboration Network Integration |
Allows the user to setup external collaboration network integration. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Setup Object Links |
Allows the user to setup object links. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Setup Omnichannel |
Allows the administration of channel instances and defining presentation and labeling for Availability Groups. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Setup Proxy User Authentication Service |
Allows the setup and configuration of the proxy user authentication service. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Setup Self Service Role Mapping |
Allows the user to setup the mapping between the self service and the identiy provider roles. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Setup Service |
Allows Service application setup |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Setup Service Assignment |
Allows Service application assignment setup |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Setup Service Work Order |
Allows service work order setup. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Setup Survey Integration Framework Template |
Allows the user to setup survey integration framework. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Update Activity |
Allows editing activities. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Update Customer Assets by Service |
Allows update of customer assets, related configurations and structures. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Update Primary Contact |
Allows manual update of Primary Contact field. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Update Service Request Business Unit |
Allows updating the business unit on the service request. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Use Live Experience Agent Recording and Playback Features |
Allows the use of live experience recording download and playback features. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Use Location Service |
Allows use of the location service |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
Use SmartText |
Allows using SmartText. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Action Plan |
Allows viewing of an Action Plan. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Action Plan Process |
Allows a user to view the process details in an action plan. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Activity |
Allows viewing activities. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Attachment |
Allows viewing attachments on a SR or SR Message |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Audit History |
Allows to view the audit history of all the business object attributes enabled for auditing. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Case |
Allows user to view case records |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Case Attachments |
Allows the user to view the attachments for a case. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Case Audit History |
Allows the user to view the audit history for a case. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Case Conversations |
Allows the user to view the conversations for a case. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Case Team Members |
Allows user to view team members for a case |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Chat Transcript |
Allows the user to view chat transcripts. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Conversation Message |
Allows a user to view a conversation message. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View DLM Policies |
Allows viewing of DLM policies. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Express Report Definitions |
Allows viewing of Express Report Definitions |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Express Report Types |
Allows viewing of Express Report Types |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Installed Base Assets |
Allows viewing the installed Base assets. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Installed Base Assets Landing Page |
Allows viewing the installed base assets landing page. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Interactions |
Allows viewing of interactions history. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Knowledge within Service Request |
Allows viewing of knowledge base components within the service request UI. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Named Routes |
Allows viewing and grouping all functional navigation flows across channels into a single name |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Navigator Menu |
Allows viewing navigator metadata information |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Object Link |
Allows the user to view an object link. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Page Peek |
Allows the user to view page peek data. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Partner |
Allows viewing a list of partners from the partner work area. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Partner Profile |
Allows viewing the partner profile. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Resource Capacities |
Allows the user to view a resource's capacities. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Self Service Registrations |
Allows viewing of self service registration requests. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Self Service Roles |
Allows viewing self service roles. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Service Center |
Allows viewing of Service Center. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Service Manager Dashboard |
Allows viewing of the service manager dashboard. The dashboard contains analytical reports on service objects. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Service Manager Dashboard for FSCM |
Allows viewing of the service manager dashboard. The dashboard contains analytical reports on service objects. Applicable only to CRM. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Service Manager Dashboard for HCM |
Allows viewing of the service manager dashboard. The dashboard contains analytical reports on service objects. Applicable only to CRM. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Service Profile |
Allows viewing of service profiles. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Service Representative Dashboard |
Allows viewing of the service representative dashboard. The dashboard contains analytical reports on service objects. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Service Request |
Allows viewing of service request(s). |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Service Request Activities |
Allows viewing of service request activities tab and its contents. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Service Request Audit History |
Allows viewing of service request audit history. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Service Request Team |
Allows viewing of service request team tab and its contents. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Service Work Order |
Allows viewing of service work order(s). |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Service Work Order Audit History |
Allows viewing of service work order audit history. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Smart Actions |
Allows read and view access to Smart Actions Framework data. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Subscription Entitlements |
Change the subscription user status |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Survey Integration Framework Template |
Allows the user to view the survey integration framework template and its details. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Survey Requests |
Allows the user to view survey requests. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Technician Access Schedules |
Allows viewing of a technician access schedules. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Technician Preferences |
Allows viewing of a technician preference. |
Service Request Administrator |
Administers all aspects of the Service application, including Setup. |
View Visitor History |
Allows the user to view visitor browser history data. |
Service Status Computation |
Perform actions required to determine the availability of a service. |
Determine Service Status |
Allows determining the availability of a service. |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Manage All Application Profile Values |
Allows management of all application profile option settings and values at various levels to control application behavior. |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Manage Application Common Lookup |
Not Available |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Manage Application Descriptive Flexfield |
Allows management of application descriptive flexfields. |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Manage Application Extensible Flexfield |
Manage implementation of the Extensible Flexfield feature on a given entity. |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Manage Application Flexfield Value Set |
Allows management of value sets to validate the content of a flexfield segment. Value sets provide declarative validation for use in applications flexfield attributes and key segments. |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Manage Application Profile Category |
Manage application profile option categories |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Manage Application Profile Option |
Manage Application Profile Options: Manage the level the value can be changed |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Manage Application Set-Enabled Lookup |
Manage sub-type entities stored in the Application Set-Enabled Lookup entity. Lookup Types are lists of values such as Days of the Week or Yes/No which can be used to validate column values. |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Manage Application Standard Lookup |
Manage sub-type entities stored in the Application Standard Lookup Values entity. Lookup Types are lists of values such as "Days of the Week" or "Yes/No" which can be used to validate columns values. |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Manage Sales Party Appointments |
Allows reviewing and defining profile options for appointments. Additionally allows reviewing and defining lookup values that provide appointment choices, such as appointment category. Appointments can be created and separated into customer center specific categories. |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Manage Sales Party Assessments |
Allows creation and maintenance of assessment templates. Assessment templates are collections of questions and answers that can be weighted and scored to evaluate the sales account. |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Manage Sales Party Interactions |
Allows defining additional fields, descriptive flexfields, to enter and track information that is not otherwise captured. Descriptive flexfields can be validated and dependent on other values entered in other areas of the page. Additionally allows reviewing and defining of lookup values for interaction channel types, such as e-mail and phone call, and interaction outcomes. Interactions record inbound and outbound communications with customers. |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Manage Sales Party Notes |
Allows defining additional fields to enter and track information that is not otherwise captured. These descriptive flexfields can be validated and dependent on other values entered in other areas of the page. Allows reviewing and defining note types, such as address change. Additionally allows creating and maintaining mapping of note type values for customer center. When mapped, note type values are limited to Customer Center. When none is specified, note type values mapped to the object Note are used. |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Manage Sales Party Tasks |
Allows reviewing and defining the task template duty role required to create and manage customer center templates. Specify the owner or assignee if not provided by the application. Also allows reviewing and defining lookup values for task categories such as, needed, or, to do. |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Run CRM Export Process |
This privilege would grant a user the ability to schedule CRM object to export to a file |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Run Sales Party Batch Assignment |
Allows scheduling and monitoring of the process to automatically evaluate and assign the territory candidate objects to the eligible sales accounts. |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Set Up CRM Objects for Export |
This privilege would grant a user the ability to register CRM objects for Export |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Set Up Customer Center |
Allows reviewing and configuring account, contact and household settings, including lookup values and profile options. |
Setup Customer Center |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Set Up Sales Party Assignment |
Allows set up of sales party attributes that can be used for its assignment. |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Add Adhoc Bill Lines |
Allows adding adhoc bill lines |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Adjust Allowances, Estimates, and Commitments |
Adjust quantity or amount for an allowance, estimate, or commitment for a period. |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Amend Subscription |
Amend a subscription |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Cancel Subscription |
Cancel a subscription |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Change Subscription User Status |
Change the subscription user status |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Close Subscription |
Close a subscription |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Create Credit Memo |
Allows creation of credit memo from subscription management |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Create Subscription |
Create a subscription |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Delete Subscription |
Delete a subscription |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Edit Subscription |
Edit a subscription |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Hold Subscription |
Apply and remove hold on a subscription |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Import Maintenance Programs |
Allows import of maintenance programs. |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Manage Ad-hoc True-ups |
Mange Ad-hoc True-up values for an estimate period |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Manage Balance Register |
Manage balance register operations |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Manage Customer Assets |
Allows creation and update of customer assets, related configurations and structures. |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Manage Meter Reading History |
Allows the management of meter reading history. |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Manage Meters |
Allow the creation and update of meters. |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Manage Subscription Processes |
Manage subscription scheduled processes |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Manage Subscription Usage Event Dashboard |
Manages the subscription usage event dashboard. |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Manage Subscription Work Area |
Manage subscription work area |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Manage Subscription Workload |
Manage subscription workload |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Preview Receivables Invoice |
Print Preview a Receivables invoice. |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Preview Subscription |
Preview the subscription information |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Process Order Management Updates for Subscriptions |
Process order management updates for subscriptions |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Process Subscription Installed Base Updates |
Process install base updates of a subscription |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Record Meter Readings |
Allows the recording of meter readings. |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Renew Subscription |
Renew a subscription |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Search Subscriptions |
Search subscriptions |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Suspend Subscription |
Suspend and resume a subscription |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
Update Prices |
Updates the subscription product prices by adding charge adjustments |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
View Adaptive Search Workspace |
Allows users to view and access workspace powered by adaptive search |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
View Receivables Credit Memo |
View a Receivables credit memo. |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
View Receivables Invoice |
View a Receivables invoice. |
Subscription Amendment |
Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval. |
View Subscription |
View a subscription |
Subscription Authoring |
Authors subscriptions |
Add Adhoc Bill Lines |
Allows adding adhoc bill lines |
Subscription Authoring |
Authors subscriptions |
Adjust Allowances, Estimates, and Commitments |
Adjust quantity or amount for an allowance, estimate, or commitment for a period. |
Subscription Authoring |
Authors subscriptions |
Cancel Subscription |
Cancel a subscription |
Subscription Authoring |
Authors subscriptions |
Change Subscription User Status |
Change the subscription user status |
Subscription Authoring |
Authors subscriptions |
Close Subscription |
Close a subscription |
Subscription Authoring |
Authors subscriptions |
Create Credit Memo |
Allows creation of credit memo from subscription management |
Subscription Authoring |
Authors subscriptions |
Create Subscription |
Create a subscription |
Subscription Authoring |
Authors subscriptions |
Delete Receivables Transaction |
Allows deletion of receivables invoice, debit memo and credit memo. |
Subscription Authoring |
Authors subscriptions |
Delete Subscription |
Delete a subscription |
Subscription Authoring |
Authors subscriptions |
Edit Subscription |
Edit a subscription |
Subscription Authoring |
Authors subscriptions |
Hold Subscription |
Apply and remove hold on a subscription |
Subscription Authoring |
Authors subscriptions |
Import Maintenance Programs |
Allows import of maintenance programs. |
Subscription Authoring |
Authors subscriptions |
Manage Ad-hoc True-ups |
Mange Ad-hoc True-up values for an estimate period |
Subscription Authoring |
Authors subscriptions |
Manage Balance Register |
Manage balance register operations |
Subscription Authoring |
Authors subscriptions |
Manage Customer Assets |
Allows creation and update of customer assets, related configurations and structures. |
Subscription Authoring |
Authors subscriptions |
Manage Meter Reading History |
Allows the management of meter reading history. |
Subscription Authoring |
Authors subscriptions |
Manage Meters |
Allow the creation and update of meters. |
Subscription Authoring |
Authors subscriptions |
Manage Receivables Credit Memo |
Manage a Receivables credit memo transaction, including its update and deletion. |
Subscription Authoring |
Authors subscriptions |
Manage Receivables Invoice |
Manage a Receivables invoice, debit memo, or chargeback transaction, including its update and deletion. |
Subscription Authoring |
Authors subscriptions |
Manage Receivables Transactions |
Search, review and update Receivables transactions. |
Subscription Authoring |
Authors subscriptions |
Manage Sales Audit Policies |
Allows administrators to manage audit policies for Sales related objects. |
Subscription Authoring |
Authors subscriptions |
Manage Subscription Processes |
Manage subscription scheduled processes |
Subscription Authoring |
Authors subscriptions |
Manage Subscription Usage Event Dashboard |
Manages the subscription usage event dashboard. |
Subscription Authoring |
Authors subscriptions |
Manage Subscription Work Area |
Manage subscription work area |
Subscription Authoring |
Authors subscriptions |
Manage Subscription Workload |
Manage subscription workload |
Subscription Authoring |
Authors subscriptions |
Preview Receivables Invoice |
Print Preview a Receivables invoice. |
Subscription Authoring |
Authors subscriptions |
Preview Subscription |
Preview the subscription information |
Subscription Authoring |
Authors subscriptions |
Process Order Management Updates for Subscriptions |
Process order management updates for subscriptions |
Subscription Authoring |
Authors subscriptions |
Process Subscription Installed Base Updates |
Process install base updates of a subscription |
Subscription Authoring |
Authors subscriptions |
Record Meter Readings |
Allows the recording of meter readings. |
Subscription Authoring |
Authors subscriptions |
Renew Subscription |
Renew a subscription |
Subscription Authoring |
Authors subscriptions |
Search Subscriptions |
Search subscriptions |
Subscription Authoring |
Authors subscriptions |
Suspend Subscription |
Suspend and resume a subscription |
Subscription Authoring |
Authors subscriptions |
Update Prices |
Updates the subscription product prices by adding charge adjustments |
Subscription Authoring |
Authors subscriptions |
View Adaptive Search Workspace |
Allows users to view and access workspace powered by adaptive search |
Subscription Authoring |
Authors subscriptions |
View Receivables Credit Memo |
View a Receivables credit memo. |
Subscription Authoring |
Authors subscriptions |
View Receivables Invoice |
View a Receivables invoice. |
Subscription Authoring |
Authors subscriptions |
View Sales Audit History |
Allows to view audit history of Sales related objects. |
Subscription Authoring |
Authors subscriptions |
View Subscription |
View a subscription |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Export Customer Account |
Not Available |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Export Customer Account Contact |
Allows the export of customer account contact information. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Export Customer Account Relationship |
Allows the export of customer account contact relationship information. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Manage Subscription Work Area |
Manage subscription work area |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Preview Receivables Invoice |
Print Preview a Receivables invoice. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Search Customer Account Relationships |
Allows the search of customer account relationships. If assigning, also assign the ability to view the customer account relationship. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Search Customer Account Site |
Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Search Subscriptions |
Search subscriptions |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Search Trading Community Organization |
Allows the search of organizations. If assigning, also assign the ability to view the trading community organization. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Adaptive Search Workspace |
Allows users to view and access workspace powered by adaptive search |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Customer Account |
Allows the viewing of customer account information. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Customer Account Contact |
Allows the viewing of customer account contact information. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Customer Account Contact Responsibility |
Allows the viewing of customer account contact information. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Customer Account Information |
Not Available |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Customer Account Relationship |
Allows the viewing of customer account relationship information. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Customer Account Relationships |
Allows the viewing of customer account relationship information. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Customer Account Site |
Allows the viewing of the customer account site information. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Customer Account Site Use |
Allows the viewing of the customer account site use information. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Customer Assets |
Allows query and view of customer assets, related configurations and structures. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Meter Reading History |
Allow the query and view of meter reading history. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Meters |
Allow the query and view of meters. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Receivables Credit Memo |
View a Receivables credit memo. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Receivables Invoice |
View a Receivables invoice. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Subscription |
View a subscription |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Subscription Approval Details |
View the subscription approval notification details. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Subscription Entitlements |
Change the subscription user status |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
Export Customer Account |
Not Available |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
Export Customer Account Contact |
Allows the export of customer account contact information. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
Export Customer Account Relationship |
Allows the export of customer account contact relationship information. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
Manage Subscription Work Area |
Manage subscription work area |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
Preview Receivables Invoice |
Print Preview a Receivables invoice. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
Preview Subscription |
Preview the subscription information |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
Search Customer Account Relationships |
Allows the search of customer account relationships. If assigning, also assign the ability to view the customer account relationship. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
Search Customer Account Site |
Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
Search Subscriptions |
Search subscriptions |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
Search Trading Community Organization |
Allows the search of organizations. If assigning, also assign the ability to view the trading community organization. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
View Adaptive Search Workspace |
Allows users to view and access workspace powered by adaptive search |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
View Customer Account |
Allows the viewing of customer account information. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
View Customer Account Contact |
Allows the viewing of customer account contact information. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
View Customer Account Contact Responsibility |
Allows the viewing of customer account contact information. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
View Customer Account Information |
Not Available |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
View Customer Account Relationship |
Allows the viewing of customer account relationship information. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
View Customer Account Relationships |
Allows the viewing of customer account relationship information. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
View Customer Account Site |
Allows the viewing of the customer account site information. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
View Customer Account Site Use |
Allows the viewing of the customer account site use information. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
View Customer Assets |
Allows query and view of customer assets, related configurations and structures. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
View Meter Reading History |
Allow the query and view of meter reading history. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
View Meters |
Allow the query and view of meters. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
View Receivables Credit Memo |
View a Receivables credit memo. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
View Receivables Invoice |
View a Receivables invoice. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
View Subscription |
View a subscription |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
View Subscription Approval Details |
View the subscription approval notification details. |
Subscription Search and View Access |
Searches and views subscriptions for the assigned business units. |
View Subscription Entitlements |
Change the subscription user status |
Subscription Setup |
Handles the setup required for subscriptions. |
Manage Consolidation Grouping Rules |
Manage consolidation grouping rules |
Subscription Setup |
Handles the setup required for subscriptions. |
Manage Matrix Classes |
Allows creation, update, deletion, copy, and viewing of all matrix classes and child entities. |
Subscription Setup |
Handles the setup required for subscriptions. |
Manage Pricing Algorithms |
Allows creation, update, deletion, copy, and viewing of all algorithms and child entities. |
Subscription Setup |
Handles the setup required for subscriptions. |
Manage Service Mappings |
Allows creation, update, deletion, copy, and viewing of all service mappings and child entities. |
Subscription Setup |
Handles the setup required for subscriptions. |
Manage Subscription Setup |
Manage subscription setup |
Subscription Setup |
Handles the setup required for subscriptions. |
Run CRM Export Process |
This privilege would grant a user the ability to schedule CRM object to export to a file |
Subscription Setup |
Handles the setup required for subscriptions. |
Run File Import Scheduler |
Allows scheduling and monitoring the process that schedules file import activities. |
Subscription Setup |
Handles the setup required for subscriptions. |
Set Up CRM Objects for Export |
This privilege would grant a user the ability to register CRM objects for Export |
Subscription Setup |
Handles the setup required for subscriptions. |
Set Up File Import Activity |
Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables. |
Territory Management Enterprise Administration |
Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration. |
Administer Sandbox |
Allows administration of all sandboxes. |
Territory Management Enterprise Administration |
Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration. |
Configure Territory Management UI |
Grants access to use Page Composer to configure task flows in Territory Management, where available. |
Territory Management Enterprise Administration |
Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration. |
Manage Sales Territory Inheritance |
Allows managing of the relationship of a territory to inherit dimension definitions from a source territory. |
Territory Management Enterprise Administration |
Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration. |
Manage Sales Territory Proposal |
Allows managing of sales territory proposals, for example proposal name, description, and activation date. |
Territory Management Enterprise Administration |
Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration. |
Manage Territories Work Area |
This work area is the landing page for accessing the frequently used tasks and reports useful for managing sales territories. |
Territory Management Enterprise Administration |
Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration. |
View Administration Link |
Privilege to view administration link in UI shell |
Territory Management Enterprise Administration |
Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration. |
View Sales Territory Proposal |
Allows viewing of sales territory proposals, for example proposal name, description, and activation date. |
Territory Management Export Import |
Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import. |
Export Sales Territory |
Allows initiating the process of exporting territory definitions for offline review and editing. |
Territory Management Export Import |
Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import. |
Import Sales Territory |
Allows initiating the process of importing territory definitions that have been edited offline. |
Territory Management Export Import |
Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import. |
Run CRM Export Process |
This privilege would grant a user the ability to schedule CRM object to export to a file |
Territory Management Export Import |
Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import. |
Run File Import Scheduler |
Allows scheduling and monitoring the process that schedules file import activities. |
Territory Management Export Import |
Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import. |
Run Import Territory Definitions Job |
Allows importing of territories and related standard objects. |
Territory Management Export Import |
Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import. |
Run Import Territory Extended Definitions Job |
Allows importing of top level territory custom objects. |
Territory Management Export Import |
Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import. |
Set Up CRM Objects for Export |
This privilege would grant a user the ability to register CRM objects for Export |
Territory Management Export Import |
Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import. |
Set Up File Import Activity |
Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables. |
Territory Management Export Import |
Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import. |
View Sales Territory Export Status |
Allows viewing the status of territory export processes. |
Territory Management Export Import |
Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import. |
View Sales Territory Import Status |
Allows viewing the status of territory import processes. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Export Import Territory Geography |
Not Available |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Manage Product Eligibility Rules |
Allows management of eligibility rules for products. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Manage Product Groups |
Allows management of product groups and their attributes, lookups, mapping, profile options, templates and usages. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Manage Sales Territory |
Allows managing of sales territories. A Territory is the jurisdiction of responsibility of a sales representative over a set of sales accounts. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Manage Sales Territory Account Exclusions |
Allows excluding individual accounts from the territory definition, on exception basis. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Manage Sales Territory Account Inclusions |
Allows including individual accounts into the territory definition, on exception basis. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Manage Sales Territory Customer Size |
Allows managing of values used in the customer size territory dimension. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Manage Sales Territory Proposal |
Allows managing of sales territory proposals, for example proposal name, description, and activation date. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Manage Sales Territory Setup |
Allows defining and managing of sales territory lookups, profile options, flexfields, and dimension data. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Manage Trading Community Classification Category |
Allows the specification of classification categories used to classify or group organizations and persons in your business community. The classification model lets you record complex, real-life categories in which entities can be grouped, such as industry classification. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Manage Trading Community Classification Category Group |
Allows the specification of groups of classification categories, such as industry groups. Use classification groups to categorize similar classification categories. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Manage Trading Community Classification Lookups |
Not Available |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Manage Trading Community Zones |
Allows managing of geographical boundaries for a specific zone use such as Tax or Shipping based on master reference geography hierarchy data. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Run CRM Export Process |
This privilege would grant a user the ability to schedule CRM object to export to a file |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Run Territory Clear Stage Job |
Allows deleting of the stage environment with all its dimension members. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Run Territory Dimension Synchronization Job |
Allows scheduling and monitoring of the process of refreshing dimension members and promoting members to production. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Run Territory Inheritance Recipient Update Job |
Allows scheduling and monitoring of the process of updating the inherited dimensionality of recipient territories. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Run Territory Partition Deletion Job |
Allows deleting of the trash partition. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Run Territory Proposal Activation Job |
Allows scheduling and monitoring of the process of activating sales territory proposals. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Run Territory Restore Job |
Allows initiating the process of restoring territory definitions. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Run Territory Stage Activation Job |
Allows initiating the process of promoting members to production and activating the error correction proposal. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Run Territory Stage Synchronization Job |
Allows initiating the process of refreshing dimension members in the stage environment. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Run Territory Validation Job |
Allows initiating the territory validation process. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Run Trading Community Classification Hierarchy Generation |
Allows the running of the process that generates the classification hierarchy. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Set Up CRM Objects for Export |
This privilege would grant a user the ability to register CRM objects for Export |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
View Sales Territory |
Allows viewing of sales territories. A Territory is the jurisdiction of responsibility of a sales representative over a set of sales accounts. |
Territory Management Setup |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
View Sales Territory Proposal |
Allows viewing of sales territory proposals, for example proposal name, description, and activation date. |
Territory Management T2P Migration |
Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production. |
Migrate Sales Territory - Export |
Allows initiating the process of exporting territory definitions for the purpose of migration from one environment to another. |
Territory Management T2P Migration |
Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production. |
Migrate Sales Territory - Import |
Allows initiating the process of importing territory definitions being migrated from one environment to another. |
Territory Management T2P Migration |
Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production. |
Run CRM Export Process |
This privilege would grant a user the ability to schedule CRM object to export to a file |
Territory Management T2P Migration |
Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production. |
Run File Import Scheduler |
Allows scheduling and monitoring the process that schedules file import activities. |
Territory Management T2P Migration |
Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production. |
Run Import Territory Definitions Job |
Allows importing of territories and related standard objects. |
Territory Management T2P Migration |
Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production. |
Run Import Territory Extended Definitions Job |
Allows importing of top level territory custom objects. |
Territory Management T2P Migration |
Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production. |
Set Up CRM Objects for Export |
This privilege would grant a user the ability to register CRM objects for Export |
Territory Management T2P Migration |
Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production. |
Set Up File Import Activity |
Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables. |
Territory Management T2P Migration |
Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production. |
View Sales Territory Export Status |
Allows viewing the status of territory export processes. |
Territory Management T2P Migration |
Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production. |
View Sales Territory Import Status |
Allows viewing the status of territory import processes. |
Trading Community Data Quality Administration |
Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations. |
Manage Enterprise Data Quality Cleansing Configurations |
Allows management of cleansing configurations associated with Oracle Enterprise Data Quality integration. |
Trading Community Data Quality Administration |
Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations. |
Manage Enterprise Data Quality Key Generation |
Allows management of key generation associated with Oracle Enterprise Data Quality matching. |
Trading Community Data Quality Administration |
Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations. |
Manage Enterprise Data Quality Matching Configurations |
Allows management of matching configurations associated with Oracle Enterprise Data Quality integration. |
Trading Community Data Quality Administration |
Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations. |
Manage Trading Community Data Quality Cleansing Setup |
Allows reviewing and updating of configurations for real-time and batch address cleansing. |
Trading Community Data Quality Administration |
Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations. |
Manage Trading Community Data Quality Lookups |
Allows reviewing and defining of the lookup values that provide choices for data matching and address cleansing, such as entities supported for matching and cleansing, cleansing modes, and match options. |
Trading Community Data Quality Administration |
Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations. |
Manage Trading Community Data Quality Matching Setup |
Allows the reviewing and updating of matching configurations for both real-time and batch usages. |
Trading Community Data Quality Administration |
Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations. |
Manage Trading Community Data Quality Server Setup |
Allows configuration of the data quality server to be used for both matching and cleansing data quality functions. |
Trading Community Data Quality Administration |
Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations. |
Manage Trading Community Data Quality Synchronization |
Allows the review and update of data synchronization configuration, to synchronize trading community registry data with the data quality engine repository. Allows to view the latest synchronization results, evaluate errors, and reset for continued processing after resolving error conditions. |
Trading Community Data Quality Administration |
Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations. |
Run Trading Community Data Quality Data Synchronization Process |
Allows scheduling and monitoring of the process to synchronize trading community registry data with the data quality engine repository. |
Trading Community Data Quality Administration |
Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations. |
Run Trading Community Data Quality Data Synchronization Sub-Process |
Allows monitoring of the data quality synchronization sub-process that synchronizes trading community registry data with the data quality engine repository for a specific identity table. If assigning, also assign the ability to schedule and monitor the trading community data quality data synchronization process. |
Trading Community Import Batch Management |
Manages trading community data import batches. |
Enter Trading Community Import Batch Information |
Allows the creation of a trading community data import batch by entering batch definition parameters through user interface. If assigning, also assign the ability to view the trading community import batch information. |
Trading Community Import Batch Management |
Manages trading community data import batches. |
Enter Trading Community Import Batch Process Information |
Allows the specification of trading community import batch process information, such as the import process mode, the batch and registry deduplication parameters, address cleansing parameters, and acceptable error limit. |
Trading Community Import Batch Management |
Manages trading community data import batches. |
Purge Trading Community Import Batch |
Not Available |
Trading Community Import Batch Management |
Manages trading community data import batches. |
Run Trading Community Import Batch Error Report |
Not Available |
Trading Community Import Batch Management |
Manages trading community data import batches. |
Run Trading Community Import Batch Process |
Not Available |
Trading Community Import Batch Management |
Manages trading community data import batches. |
View Trading Community Import Batch Details and Statistics |
Not Available |
Trading Community Import Batch Management |
Manages trading community data import batches. |
View Trading Community Import Batch Errors and Details |
Not Available |
Trading Community Import Batch Management |
Manages trading community data import batches. |
View Trading Community Import Batch Information |
Not Available |
Trading Community Import Process Management |
Manages trading community data import batch processes. |
Enter Trading Community Import Batch Information |
Allows the creation of a trading community data import batch by entering batch definition parameters through user interface. If assigning, also assign the ability to view the trading community import batch information. |
Trading Community Import Process Management |
Manages trading community data import batch processes. |
Enter Trading Community Import Batch Process Information |
Allows the specification of trading community import batch process information, such as the import process mode, the batch and registry deduplication parameters, address cleansing parameters, and acceptable error limit. |
Trading Community Import Process Management |
Manages trading community data import batch processes. |
Modify Trading Community Import Batch Process Information |
Allows editing of trading community import batch process information, such as the import process mode, the batch deduplication and registry deduplication parameters, and the address cleansing error limit, especially to perform the What-if Analysis to get the most acceptable import results. |
Trading Community Import Process Management |
Manages trading community data import batch processes. |
Purge Trading Community Import Batch |
Not Available |
Trading Community Import Process Management |
Manages trading community data import batch processes. |
Run Trading Community Import Batch Error Report |
Not Available |
Trading Community Import Process Management |
Manages trading community data import batch processes. |
Run Trading Community Import Batch Process |
Not Available |
Trading Community Import Process Management |
Manages trading community data import batch processes. |
View Trading Community Import Batch Details and Statistics |
Not Available |
Trading Community Import Process Management |
Manages trading community data import batch processes. |
View Trading Community Import Batch Errors and Details |
Not Available |
Trading Community Import Process Management |
Manages trading community data import batch processes. |
View Trading Community Import Batch Information |
Not Available |
Workforce Profile Administration |
Performs administrative duties for workforce talent profiles. |
Manage Talent Education Establishment |
Allows management of talent educational establishments. |
Workforce Profile Administration |
Performs administrative duties for workforce talent profiles. |
Manage Talent Profile Content Item |
Allows management of talent profile content items. |
Workforce Profile Administration |
Performs administrative duties for workforce talent profiles. |
Manage Talent Profile Content Type |
Allows management of talent profile content types. |
Workforce Profile Administration |
Performs administrative duties for workforce talent profiles. |
Manage Talent Profile Instance Qualifier |
Allows management of talent profile instance qualifiers. |
Workforce Profile Administration |
Performs administrative duties for workforce talent profiles. |
Manage Talent Profile Rating Model |
Allows management of talent profile rating models. |
Workforce Profile Administration |
Performs administrative duties for workforce talent profiles. |
Manage Talent Profile Sources |
Allows management of talent profile subscribers. |
Workforce Profile Administration |
Performs administrative duties for workforce talent profiles. |
Manage Talent Profile Type |
Allows management of talent profile types. |
Workforce Profile Administration |
Performs administrative duties for workforce talent profiles. |
Manage Talent Profile Upgrade Mapping |
Allows a user to map section attributes to upgrade to the template architecture. |
Data Security Policies
This table lists data security policies and their enforcement across analytics application for the Sales Administrator job role.
Business Object | Policy Description | Policy Store Implementation |
---|---|---|
Activity |
A Sales Administrator can delete activity a member of an access group associated to the activity with delete access |
Role: Access Groups Enablement Privilege: Delete Activity (Data) Resource: Activity |
Activity |
A Sales Administrator can update activity a member of an access group associated to the activity with update access |
Role: Access Groups Enablement Privilege: Update Activity (Data) Resource: Activity |
Activity |
A Sales Administrator can view activity a member of an access group associated to the activity |
Role: Access Groups Enablement Privilege: View Activity (Data) Resource: Activity |
Activity |
A Sales Administrator can view activity for all activities in the enterprise |
Role: Contract Search and View Access Privilege: View Activity (Data) Resource: Activity |
Activity Contact Export Object |
A Sales Administrator can view activity contact export object for all activity export objects in the enterprise |
Role: Sales Administrator Privilege: View Activity Contact Export Object (Data) Resource: Activity Contact Export Object |
Activity Export Object |
A Sales Administrator can view activity export object for all activity export objects in the enterprise |
Role: Sales Administrator Privilege: View Activity Export Object (Data) Resource: Activity Export Object |
Activity File Import Activity |
A Sales Administrator can view activity file import activity for all activity file import activities in all resource organizations for which they are authorized |
Role: Sales Administrator Privilege: View Activity File Import Activity Object (Data) Resource: Activity File Import Activity |
Activity File Import Mapping |
A Sales Administrator can view activity file import mapping for all activity file import mappings in all resource organizations for which they are authorized |
Role: Sales Administrator Privilege: View Activity File Import Mapping Object (Data) Resource: Activity File Import Mapping |
Activity File Import Object |
A Sales Administrator can view activity file import object for all activity file import objects in all resource organizations for which they are authorized |
Role: Sales Administrator Privilege: View Activity File Import Object (Data) Resource: Activity File Import Object |
Activity Resource Export Object |
A Sales Administrator can view activity resource export object for all activity export objects in the enterprise |
Role: Sales Administrator Privilege: View Activity Resource Export Object (Data) Resource: Activity Resource Export Object |
Application Attachment |
A Sales Administrator can read application attachment for the purchase document categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing |
Role: Contract Search and View Access Privilege: Read Application Attachment Resource: Application Attachment |
Application Attachment |
A Sales Administrator can read application attachment for the purchase document categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing |
Role: Contract View Access Across All Contracts Privilege: Read Application Attachment Resource: Application Attachment |
Application Attachment |
A Sales Administrator can view application attachment for the purchase document categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing |
Role: Sales Administrator Privilege: Read Application Attachment Resource: Application Attachment |
Application Attachment Category |
A Sales Administrator can delete application attachment category for all customer message attachments |
Role: Sales Administrator Privilege: Delete Application Attachment Resource: Application Attachment Category |
Application Attachment Category |
A Sales Administrator can delete application attachment category for all miscelleneous category attachments data |
Role: Sales Administrator Privilege: Delete Application Attachment Resource: Application Attachment Category |
Application Attachment Category |
A Sales Administrator can delete application attachment for all miscelleneous category attachments data |
Role: Sales Lead Processing Privilege: Delete Application Attachment Resource: Application Attachment Category |
Application Attachment Category |
A Sales Administrator can delete application attachment for all service categories that are visible to internal users |
Role: Service Request Administrator Privilege: Delete Application Attachment Resource: Application Attachment Category |
Application Attachment Category |
A Sales Administrator can read application attachment for all miscelleneous category attachments data |
Role: Sales Lead Processing Privilege: Read Application Attachment Resource: Application Attachment Category |
Application Attachment Category |
A Sales Administrator can read application attachment for all service categories that are visible to internal users |
Role: Service Request Administrator Privilege: Read Application Attachment Resource: Application Attachment Category |
Application Attachment Category |
A Sales Administrator can update application attachment category for all customer message attachments |
Role: Sales Administrator Privilege: Update Application Attachment Resource: Application Attachment Category |
Application Attachment Category |
A Sales Administrator can update application attachment category for all miscelleneous category attachments data |
Role: Sales Administrator Privilege: Update Application Attachment Resource: Application Attachment Category |
Application Attachment Category |
A Sales Administrator can update application attachment for all miscelleneous category attachments data |
Role: Sales Lead Processing Privilege: Update Application Attachment Resource: Application Attachment Category |
Application Attachment Category |
A Sales Administrator can update application attachment for all service categories that are visible to internal users |
Role: Service Request Administrator Privilege: Update Application Attachment Resource: Application Attachment Category |
Application Attachment Category |
A Sales Administrator can view application attachment category for all customer message attachments |
Role: Sales Administrator Privilege: Read Application Attachment Resource: Application Attachment Category |
Application Attachment Category |
A Sales Administrator can view application attachment category for all miscelleneous category attachments data |
Role: Sales Administrator Privilege: Read Application Attachment Resource: Application Attachment Category |
Application Descriptive Flexfield |
A Sales Administrator can manage application descriptive flexfield for all hcm applications data |
Role: Sales Administrator Privilege: Manage Application Descriptive Flexfield (Data) Resource: Application Descriptive Flexfield |
Application Document Sequence Category |
A Sales Administrator can manage application document sequence category for all applications common applications data |
Role: Contract Setup Privilege: Manage Application Document Sequence Category (Data) Resource: Application Document Sequence Category |
Application Flexfield Value Set |
A Sales Administrator can manage application flexfield value set for all hcm applications data |
Role: Sales Administrator Privilege: Manage Application Flexfield Value Set (Data) Resource: Application Flexfield Value Set |
Application Lookup Type |
A Sales Administrator can delete application lookup type for all hcm applications data |
Role: Sales Administrator Privilege: Delete Application Lookup Types (Data) Resource: Application Lookup Type |
Application Lookup Type |
A Sales Administrator can update application lookup type for all hcm applications data |
Role: Sales Administrator Privilege: Update Application Lookup Types (Data) Resource: Application Lookup Type |
Application Objects |
A Sales Administrator can manage application objects for all application common objects |
Role: Sales Administrator Privilege: Manage Application Objects (Data) Resource: Application Objects |
Application Profile Value |
A Sales Administrator can delete application profile value for all hcm applications data |
Role: Sales Administrator Privilege: Delete Application Profile Value (Data) Resource: Application Profile Value |
Application Profile Value |
A Sales Administrator can update application profile value for all hcm applications data |
Role: Sales Administrator Privilege: Update Application Profile Value (Data) Resource: Application Profile Value |
Application Reference Territory |
A Sales Administrator can choose application reference territory for all application reference territories in the enterprise |
Role: Employee Resource Administration Privilege: Choose Application Reference Territory (Data) Resource: Application Reference Territory |
Asset Export Object |
A Sales Administrator can view asset export object for all asset export objects in the enterprise |
Role: Sales Party Management Privilege: View Asset Export Object (Data) Resource: Asset Export Object |
Asset Export Object |
A Sales Administrator can view asset export object for all asset export objects in the enterprise |
Role: Sales Party Review Privilege: View Asset Export Object (Data) Resource: Asset Export Object |
Assignment Grade |
A Sales Administrator can choose assignment grade for grades in their grade security profile |
Role: Sales Administrator Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
Business Unit |
A Sales Administrator can choose business unit for business units in their organization security profile |
Role: Sales Administrator Privilege: Choose Business Unit Organization (Data) Resource: Business Unit |
Business Unit |
A Sales Administrator can choose business unit organization for business units in their organization security profile |
Role: Resource Administration Privilege: Choose Business Unit Organization (Data) Resource: Business Unit |
CRM Asset |
A Sales Administrator can delete asset a member of an access group associated to the asset with delete access |
Role: Access Groups Enablement Privilege: Delete Asset (Data) Resource: CRM Asset |
CRM Asset |
A Sales Administrator can update asset a member of an access group associated to the asset with update access |
Role: Access Groups Enablement Privilege: Update Asset (Data) Resource: CRM Asset |
CRM Asset |
A Sales Administrator can view asset a member of an access group associated to the asset |
Role: Access Groups Enablement Privilege: View Asset (Data) Resource: CRM Asset |
Case Messages |
A Sales Administrator can manage case message for all case messages. |
Role: Service Request Administrator Privilege: Manage Case Message (Data) Resource: Case Messages |
Case Resources |
A Sales Administrator can manage case resource for all case resources. |
Role: Service Request Administrator Privilege: Manage Case Resource (Data) Resource: Case Resources |
Cases |
A Sales Administrator can delete case header a member of an access group associated to the case with delete access |
Role: Access Groups Enablement Privilege: Delete Case Header (Data) Resource: Cases |
Cases |
A Sales Administrator can manage case header for all cases |
Role: Service Request Administrator Privilege: Manage Case Header (Data) Resource: Cases |
Cases |
A Sales Administrator can update case header a member of an access group associated to the case with update access |
Role: Access Groups Enablement Privilege: Update Case Header (Data) Resource: Cases |
Cases |
A Sales Administrator can view case header a member of an access group associated to the case |
Role: Access Groups Enablement Privilege: View Case Header (Data) Resource: Cases |
Classification Code File Import Activity |
A Sales Administrator can view classification code file import activity object type for all classification code file import activities of object type 'classification code' |
Role: Trading Community Import Batch Management Privilege: View Classification Code File Import Activity Object Type (Data) Resource: Classification Code File Import Activity |
Classification Code File Import Mapping |
A Sales Administrator can view classification code file import mapping object type for all classification code file import mappings of object type 'classification code' |
Role: Trading Community Import Batch Management Privilege: View Classification Code File Import Mapping Object Type (Data) Resource: Classification Code File Import Mapping |
Classification Code File Import Object |
A Sales Administrator can view classification code file import object type for all classification code file import objects of object type 'classification code' |
Role: Trading Community Import Batch Management Privilege: View Classification Code File Import Object Type (Data) Resource: Classification Code File Import Object |
Consumer File Import Activity |
A Sales Administrator can view consumer file import activity object type for all consumer file import activities of object type 'consumer' |
Role: Trading Community Import Batch Management Privilege: View Consumer File Import Activity Object Type (Data) Resource: Consumer File Import Activity |
Consumer File Import Mapping |
A Sales Administrator can view consumer file import mapping object type for all consumer file import mappings of object type 'consumer' |
Role: Trading Community Import Batch Management Privilege: View Consumer File Import Mapping Object Type (Data) Resource: Consumer File Import Mapping |
Consumer File Import Object |
A Sales Administrator can view consumer file import object type for all consumer file import objects of object type 'consumer' |
Role: Trading Community Import Batch Management Privilege: View Consumer File Import Object Type (Data) Resource: Consumer File Import Object |
Contact Center Agent Connector Parameters File Import Activity |
A Sales Administrator can view contact center agent connector parameters file import activity for all file import activities of type contact center agent connector parameters in the enterprise |
Role: Sales Administrator Privilege: View Contact Center Agent Connector Parameters File Import Activity Object Type (Data) Resource: Contact Center Agent Connector Parameters File Import Activity |
Contact Center Agent Connector Parameters File Import Mapping |
A Sales Administrator can view contact center agent connector parameters file import mapping for all file import mappings of type contact center agent connector parameters in the enterprise |
Role: Sales Administrator Privilege: View Contact Center Agent Connector Parameters File Import Mapping Object Type (Data) Resource: Contact Center Agent Connector Parameters File Import Mapping |
Contact Center Agent Connector Parameters File Import Object |
A Sales Administrator can view contact center agent connector parameters file import object for all file import objects of type contact center agent connector parameters in the enterprise |
Role: Sales Administrator Privilege: View Contact Center Agent Connector Parameters File Import Object Type (Data) Resource: Contact Center Agent Connector Parameters File Import Object |
Contact Center Agent File Import Activity |
A Sales Administrator can view contact center agent file import activity for all file import activities of type contact center agent in the enterprise |
Role: Sales Administrator Privilege: View Contact Center Agent File Import Activity Object Type (Data) Resource: Contact Center Agent File Import Activity |
Contact Center Agent File Import Mapping |
A Sales Administrator can view contact center agent file import mapping for all file import mappings of type contact center agent in the enterprise |
Role: Sales Administrator Privilege: View Contact Center Agent File Import Mapping Object Type (Data) Resource: Contact Center Agent File Import Mapping |
Contact Center Agent File Import Object |
A Sales Administrator can view contact center agent file import object for all file import objects of type contact center agent in the enterprise |
Role: Sales Administrator Privilege: View Contact Center Agent File Import Object Type (Data) Resource: Contact Center Agent File Import Object |
Contact File Import Activity |
A Sales Administrator can view contact file import activity object type for all contact file import activities of object type 'contact' |
Role: Trading Community Import Batch Management Privilege: View Contact File Import Activity Object Type (Data) Resource: Contact File Import Activity |
Contact File Import Mapping |
A Sales Administrator can view contact file import mapping object type for all contact file import mappings of object type 'contact' |
Role: Trading Community Import Batch Management Privilege: View Contact File Import Mapping Object Type (Data) Resource: Contact File Import Mapping |
Contact File Import Object |
A Sales Administrator can view contact file import object type for all contact file import objects of object type 'contact' |
Role: Trading Community Import Batch Management Privilege: View Contact File Import Object Type (Data) Resource: Contact File Import Object |
Contract |
A Sales Administrator can manage contract for the business units for which they are authorized |
Role: Contract Amendment Privilege: Manage Contract (Data) Resource: Contract |
Contract |
A Sales Administrator can manage contract for the business units for which they are authorized |
Role: Contract Authoring Privilege: Manage Contract (Data) Resource: Contract |
Contract |
A Sales Administrator can view contract for all business units |
Role: Contract View Access Across All Contracts Privilege: View Contract (Data) Resource: Contract |
Contract |
A Sales Administrator can view contract for all business units |
Role: Sales Administrator Privilege: View Contract (Data) Resource: Contract |
Contract |
A Sales Administrator can view contract for the business units for which they are authorized |
Role: Contract Search and View Access Privilege: View Contract (Data) Resource: Contract |
Contract Expert Rule |
A Sales Administrator can view contract terms library for all the business units |
Role: Contract Terms and Conditions Override Controls Privilege: View Contract Terms Library (Data) Resource: Contract Expert Rule |
Contract Expert Rule |
A Sales Administrator can view contract terms library for all the business units |
Role: Nonstandard Contract Terms and Conditions Authoring Privilege: View Contract Terms Library (Data) Resource: Contract Expert Rule |
Contract Library Clause |
A Sales Administrator can manage contract terms library for all non standard clauses irrespective of business unit |
Role: Contract Terms and Conditions Override Controls Privilege: Manage Contract Terms Library (Data) Resource: Contract Library Clause |
Contract Library Clause |
A Sales Administrator can manage contract terms library for all non standard clauses irrespective of business unit |
Role: Nonstandard Contract Terms and Conditions Authoring Privilege: Manage Contract Terms Library (Data) Resource: Contract Library Clause |
Contract Library Clause |
A Sales Administrator can view contract terms library for all business units |
Role: Contract Terms and Conditions Override Controls Privilege: View Contract Terms Library (Data) Resource: Contract Library Clause |
Contract Library Clause |
A Sales Administrator can view contract terms library for all business units |
Role: Nonstandard Contract Terms and Conditions Authoring Privilege: View Contract Terms Library (Data) Resource: Contract Library Clause |
Contract Library Clause Folder |
A Sales Administrator can view contract terms library for all the business units |
Role: Contract Terms and Conditions Override Controls Privilege: View Contract Terms Library (Data) Resource: Contract Library Clause Folder |
Contract Library Clause Folder |
A Sales Administrator can view contract terms library for all the business units |
Role: Nonstandard Contract Terms and Conditions Authoring Privilege: View Contract Terms Library (Data) Resource: Contract Library Clause Folder |
Contract Note |
A Sales Administrator can manage contract note for notes that are not private or private notes where they are the author. |
Role: Contract Amendment Privilege: Manage Contract Note (Data) Resource: Contract Note |
Contract Note |
A Sales Administrator can manage contract note for notes that are not private or private notes where they are the author. |
Role: Contract Authoring Privilege: Manage Contract Note (Data) Resource: Contract Note |
Contract Note |
A Sales Administrator can view contract note for notes that are not private or private notes where they are the author. |
Role: Contract View Access Across All Contracts Privilege: View Contract Note (Data) Resource: Contract Note |
Conversation |
A Sales Administrator can delete conversation a member of an access group associated to the conversation with delete access |
Role: Access Groups Enablement Privilege: Delete Conversation (Data) Resource: Conversation |
Conversation |
A Sales Administrator can manage conversation for all crm conversations |
Role: Sales Administrator Privilege: Manage Conversation (Data) Resource: Conversation |
Conversation |
A Sales Administrator can update conversation a member of an access group associated to the conversation with update access |
Role: Access Groups Enablement Privilege: Update Conversation (Data) Resource: Conversation |
Conversation |
A Sales Administrator can view conversation a member of an access group associated to the conversation |
Role: Access Groups Enablement Privilege: View Conversation (Data) Resource: Conversation |
Conversation Message |
A Sales Administrator can delete conversation message a member of an access group associated to the conversation message with delete access |
Role: Access Groups Enablement Privilege: Delete Conversation Message (Data) Resource: Conversation Message |
Conversation Message |
A Sales Administrator can manage conversation message for all crm conversation messages |
Role: Sales Administrator Privilege: Manage Conversation Message (Data) Resource: Conversation Message |
Conversation Message |
A Sales Administrator can update conversation message a member of an access group associated to the conversation message with update access |
Role: Access Groups Enablement Privilege: Update Conversation Message (Data) Resource: Conversation Message |
Conversation Message |
A Sales Administrator can view conversation message a member of an access group associated to the conversation message |
Role: Access Groups Enablement Privilege: View Conversation Message (Data) Resource: Conversation Message |
Customer File Import Activity |
A Sales Administrator can view customer file import activity object type for all customer file import activities of object type 'customer' |
Role: Trading Community Import Batch Management Privilege: View Customer File Import Activity Object Type (Data) Resource: Customer File Import Activity |
Customer File Import Mapping |
A Sales Administrator can view customer file import mapping object type for all customer file import mappings of object type 'customer' |
Role: Trading Community Import Batch Management Privilege: View Customer File Import Mapping Object Type (Data) Resource: Customer File Import Mapping |
Customer File Import Object |
A Sales Administrator can view customer file import object type for all customer file import objects of object type 'customer' |
Role: Trading Community Import Batch Management Privilege: View Customer File Import Object Type (Data) Resource: Customer File Import Object |
Deal Registration Export Object |
A Sales Administrator can view deal registration export object all deal registration export objects in the enterprise |
Role: Sales Administrator Privilege: View Deal Registration Export Object (Data) Resource: Deal Registration Export Object |
Deal Registration File Import Activity |
A Sales Administrator can view deal registration file import activity for all file import activities of type deal registration in the enterprise |
Role: Sales Administrator Privilege: View Deal Registration File Import Activity Object Type (Data) Resource: Deal Registration File Import Activity |
Deal Registration File Import Mapping |
A Sales Administrator can view deal registration file import mapping for all file import mappings of type deal registration in the enterprise |
Role: Sales Administrator Privilege: View Deal Registration File Import Mapping Object Type (Data) Resource: Deal Registration File Import Mapping |
Deal Registration File Import Object |
A Sales Administrator can view deal registration file import object for all file import objects of type deal registration in the enterprise |
Role: Sales Administrator Privilege: View Deal Registration File Import Object Type (Data) Resource: Deal Registration File Import Object |
Deal Registration Product |
A Sales Administrator can manage deal registration product a member of an access group associated to the deal registration with update access |
Role: Access Groups Enablement Privilege: Manage Deal Registration Product (Data) Resource: Deal Registration Product |
Deal Registration Product |
A Sales Administrator can view deal registration product a member of an access group associated to the deal registration |
Role: Access Groups Enablement Privilege: View Deal Registration Product (Data) Resource: Deal Registration Product |
Deal Registration Summary |
A Sales Administrator can update deal registration approval details a member of an access group associated to the deal registration with update or full access and deal is in pending approval status |
Role: Access Groups Enablement Privilege: Update Deal Registration Approval Details (Data) Resource: Deal Registration Summary |
Deal Registration Summary |
A Sales Administrator can update deal registration deal details a member of an access group associated to the deal registration with full access |
Role: Access Groups Enablement Privilege: Update Deal Registration Deal Details (Data) Resource: Deal Registration Summary |
Deal Registration Summary |
A Sales Administrator can update deal registration deal details a member of an access group associated to the deal registration with update access and deal is in draft, returned or withdrawn status |
Role: Access Groups Enablement Privilege: Update Deal Registration Deal Details (Data) Resource: Deal Registration Summary |
Deal Registration Summary |
A Sales Administrator can update deal registration opportunity details a member of an access group associated to the deal registration with full access |
Role: Access Groups Enablement Privilege: Update Deal Registration Opportunity Details (Data) Resource: Deal Registration Summary |
Deal Registration Summary |
A Sales Administrator can update deal registration opportunity details a member of an access group associated to the deal registration with update access and deal is in pending approval or approved status |
Role: Access Groups Enablement Privilege: Update Deal Registration Opportunity Details (Data) Resource: Deal Registration Summary |
Deal Registration Summary |
A Sales Administrator can update deal registration partner details a member of an access group associated to the deal registration with update access and deal is in draft, returned or withdrawn status and the deal is created by an internal user |
Role: Access Groups Enablement Privilege: Update Deal Registration Partner Details (Data) Resource: Deal Registration Summary |
Deal Registration Summary |
A Sales Administrator can view deal registration a member of an access group associated to the deal registration |
Role: Access Groups Enablement Privilege: View Deal Registration (Data) Resource: Deal Registration Summary |
Deal Registration Team |
A Sales Administrator can manage deal registration team a member of an access group associated to the deal registration with update access |
Role: Access Groups Enablement Privilege: Manage Deal Registration Team (Data) Resource: Deal Registration Team |
Deal Registration Team |
A Sales Administrator can view deal registration team a member of an access group associated to the deal registration |
Role: Access Groups Enablement Privilege: View Deal Registration Team (Data) Resource: Deal Registration Team |
Default Coverage File Export Object |
A Sales Administrator can manage default coverage export for all the default coverage objects |
Role: Contract Setup Privilege: Manage Default Coverage Export (Data) Resource: Default Coverage File Export Object |
Default Coverage File Import Object |
A Sales Administrator can manage default coverage import for all the default coverage objects |
Role: Contract Setup Privilege: Manage Default Coverage Import (Data) Resource: Default Coverage File Import Object |
Department |
A Sales Administrator can choose department for all departments in the enterprise |
Role: Employee Resource Administration Privilege: Choose Department (Data) Resource: Department |
Department |
A Sales Administrator can choose department for departments in their organization security profile |
Role: Resource Organization Administration Privilege: Choose Department (Data) Resource: Department |
Department |
A Sales Administrator can choose department for departments in their organization security profile |
Role: Sales Administrator Privilege: Choose Department (Data) Resource: Department |
Employee Resource File Import Activity |
A Sales Administrator can view employee resource file import activity for all employee resource file import activities of object type 'employee resource' |
Role: Sales Administrator Privilege: View Employee Resource File Import Activity Object Type (Data) Resource: Employee Resource File Import Activity |
Employee Resource File Import Activity |
A Sales Administrator can view employee resource file import activity object type for all employee resource file import activities of object type 'employee resource' |
Role: Resource Administration Privilege: View Employee Resource File Import Activity Object Type (Data) Resource: Employee Resource File Import Activity |
Employee Resource File Import Mapping |
A Sales Administrator can view employee resource file import mapping for all employee resource file import mappings of object type 'employee resource' |
Role: Sales Administrator Privilege: View Employee Resource File Import Mapping Object Type (Data) Resource: Employee Resource File Import Mapping |
Employee Resource File Import Mapping |
A Sales Administrator can view employee resource file import mapping object type for all employee resource file import mappings of object type 'employee resource' |
Role: Resource Administration Privilege: View Employee Resource File Import Mapping Object Type (Data) Resource: Employee Resource File Import Mapping |
Employee Resource File Import Object |
A Sales Administrator can view employee resource file import object for all employee resource file import objects of object type 'employee resource' |
Role: Sales Administrator Privilege: View Employee Resource File Import Object Type (Data) Resource: Employee Resource File Import Object |
Employee Resource File Import Object |
A Sales Administrator can view employee resource file import object type for all employee resource file import objects of object type 'employee resource' |
Role: Resource Administration Privilege: View Employee Resource File Import Object Type (Data) Resource: Employee Resource File Import Object |
Express Report Definitions |
A Sales Administrator can delete express report access the express reports for table zca_srt_report_def as a member of an access group associated to express reporting with delete access |
Role: Access Groups Enablement Privilege: Delete Express Report (Data) Resource: Express Report Definitions |
Express Report Definitions |
A Sales Administrator can update express report access the express reports for table zca_srt_report_def as a member of an access group associated to express reporting with update access |
Role: Access Groups Enablement Privilege: Update Express Report (Data) Resource: Express Report Definitions |
Express Report Definitions |
A Sales Administrator can view express report access the express reports for table zca_srt_report_def as a member of an access group associated to express reporting |
Role: Access Groups Enablement Privilege: View Express Report (Data) Resource: Express Report Definitions |
Field Service Work Order |
A Sales Administrator can delete field service work order a member of an access group associated to the field service work order with delete access |
Role: Access Groups Enablement Privilege: Delete Field Service Work Order (Data) Resource: Field Service Work Order |
Field Service Work Order |
A Sales Administrator can manage field service work order for all field service work orders |
Role: Service Request Administrator Privilege: Manage Field Service Work Order (Data) Resource: Field Service Work Order |
Field Service Work Order |
A Sales Administrator can update field service work order a member of an access group associated to the field service work order with update access |
Role: Access Groups Enablement Privilege: Update Field Service Work Order (Data) Resource: Field Service Work Order |
Field Service Work Order |
A Sales Administrator can view field service work order a member of an access group associated to the field service work order |
Role: Access Groups Enablement Privilege: View Field Service Work Order (Data) Resource: Field Service Work Order |
File Export Batch |
A Sales Administrator can view file export batch for all export batches |
Role: Sales Administrator Privilege: View File Export Batch (Data) Resource: File Export Batch |
File Export Batch |
A Sales Administrator can view file export batch for all export batches |
Role: Sales Party Management Privilege: View File Export Batch (Data) Resource: File Export Batch |
File Export Batch |
A Sales Administrator can view file export batch for all export batches |
Role: Sales Party Review Privilege: View File Export Batch (Data) Resource: File Export Batch |
File Export Batch |
A Sales Administrator can view file export batch for all export batches |
Role: Service Request Administrator Privilege: View File Export Batch (Data) Resource: File Export Batch |
File Export Object |
A Sales Administrator can manage file export object for all export unit test objects |
Role: Sales Administrator Privilege: Manage Export Unit Test (Data) Resource: File Export Object |
File Export Object |
A Sales Administrator can view file export object for all mdf budget countries export objects in the enterprise |
Role: Sales Administrator Privilege: View MDF Budget Countries Export Object (Data) Resource: File Export Object |
File Export Object |
A Sales Administrator can view file export object for all mdf budget team export objects in the enterprise |
Role: Sales Administrator Privilege: View MDF Budget Team Export Object (Data) Resource: File Export Object |
File Export Object |
A Sales Administrator can view file export object for all mdf claim export objects in the enterprise |
Role: Sales Administrator Privilege: View MDF Claim Export Object (Data) Resource: File Export Object |
File Export Object |
A Sales Administrator can view file export object for all mdf claim settlements export objects in the enterprise |
Role: Sales Administrator Privilege: View MDF Claim Settlement Export Object (Data) Resource: File Export Object |
File Export Object |
A Sales Administrator can view file export object for all mdf claim team export objects in the enterprise |
Role: Sales Administrator Privilege: View MDF Claim Team Export Object (Data) Resource: File Export Object |
File Export Object |
A Sales Administrator can view file export object for all mdf request export objects in the enterprise |
Role: Sales Administrator Privilege: View MDF Request Export Object (Data) Resource: File Export Object |
File Export Object |
A Sales Administrator can view file export object for all mdf request team export objects in the enterprise |
Role: Sales Administrator Privilege: View MDF Request Team Export Object (Data) Resource: File Export Object |
File Import Activity |
A Sales Administrator can manage default coverage import activity object for all the default coverage import activity objects |
Role: Contract Setup Privilege: Manage Default Coverage Import Activity Object (Data) Resource: File Import Activity |
File Import Activity |
A Sales Administrator can view file import activity for all standard file import activities that are accessible for sales administrator. |
Role: Sales Administrator Privilege: View Standard File Import Activity Object Type Resource: File Import Activity |
File Import Activity |
A Sales Administrator can view file import activity for all web activity file import activities in the enterprise |
Role: Sales Administrator Privilege: View Web Activity File Import Activity Object Type (Data) Resource: File Import Activity |
File Import Activity |
A Sales Administrator can view standard file import activity object type for all standard file import activities that are accessible for conversation message administration |
Role: Conversation Message Administration Privilege: View Standard File Import Activity Object Type Resource: File Import Activity |
File Import Activity |
A Sales Administrator can view standard file import activity object type for all standard file import activities that are accessible for opportunity administration duty |
Role: Opportunity Administration Privilege: View Standard File Import Activity Object Type Resource: File Import Activity |
File Import Activity |
A Sales Administrator can view standard file import activity object type for all standard file import activities that are accessible for sales lead processing duty |
Role: Sales Lead Processing Privilege: View Standard File Import Activity Object Type Resource: File Import Activity |
File Import Activity |
A Sales Administrator can view standard file import activity object type for all standard file import activities that are accessible for service profile administration. |
Role: Service Profile Administration Privilege: View Standard File Import Activity Object Type Resource: File Import Activity |
File Import Activity |
A Sales Administrator can view standard file import activity object type for all standard file import activities that are accessible for service request administrator |
Role: Service Request Administrator Privilege: View Standard File Import Activity Object Type Resource: File Import Activity |
File Import Activity |
A Sales Administrator can view standard file import activity object type for all standard file import activities that are accessible for trading community batch import management duty |
Role: Trading Community Import Batch Management Privilege: View Standard File Import Activity Object Type Resource: File Import Activity |
File Import Activity |
A Sales Administrator can view standard file import mapping object type for all standard file import activities that are accessible for service request administrator |
Role: Service Request Administrator Privilege: View Standard File Import Mapping Object Type Resource: File Import Activity |
File Import Mapping |
A Sales Administrator can manage default coverage import mapping object for all the default coverage import mapping objects |
Role: Contract Setup Privilege: Manage Default Coverage Import Mapping Object (Data) Resource: File Import Mapping |
File Import Mapping |
A Sales Administrator can view file import mapping for all standard file import maps that are accessible for sales administrator. |
Role: Sales Administrator Privilege: View Standard File Import Mapping Object Type Resource: File Import Mapping |
File Import Mapping |
A Sales Administrator can view file import mapping for all web activity file import mappings in the enterprise |
Role: Sales Administrator Privilege: View Web Activity File Import Mapping Object Type (Data) Resource: File Import Mapping |
File Import Mapping |
A Sales Administrator can view standard file import mapping object type for all standard file import maps that are accessible for conversation message administration |
Role: Conversation Message Administration Privilege: View Standard File Import Mapping Object Type Resource: File Import Mapping |
File Import Mapping |
A Sales Administrator can view standard file import mapping object type for all standard file import maps that are accessible for opportunity administration duty |
Role: Opportunity Administration Privilege: View Standard File Import Mapping Object Type Resource: File Import Mapping |
File Import Mapping |
A Sales Administrator can view standard file import mapping object type for all standard file import maps that are accessible for sales lead processing duty |
Role: Sales Lead Processing Privilege: View Standard File Import Mapping Object Type Resource: File Import Mapping |
File Import Mapping |
A Sales Administrator can view standard file import mapping object type for all standard file import maps that are accessible for service profile administration. |
Role: Service Profile Administration Privilege: View Standard File Import Mapping Object Type Resource: File Import Mapping |
File Import Mapping |
A Sales Administrator can view standard file import mapping object type for all standard file import maps that are accessible for service request administrator |
Role: Service Request Administrator Privilege: View Standard File Import Mapping Object Type Resource: File Import Mapping |
File Import Mapping |
A Sales Administrator can view standard file import mapping object type for all standard file import maps that are accessible for trading community batch import management duty |
Role: Trading Community Import Batch Management Privilege: View Standard File Import Mapping Object Type Resource: File Import Mapping |
File Import Object |
A Sales Administrator can view file import object for all web activity file import objects in the enterprise |
Role: Sales Administrator Privilege: View Web Activity File Import Object Type (Data) Resource: File Import Object |
Group Customer File Import Activity |
A Sales Administrator can view group customer file import activity object type for all group customer file import activities of object type 'group customer' |
Role: Trading Community Import Batch Management Privilege: View Group Customer File Import Activity Object Type (Data) Resource: Group Customer File Import Activity |
Group Customer File Import Mapping |
A Sales Administrator can view group customer file import mapping object type for all group customer file import mappings of object type 'group customer' |
Role: Trading Community Import Batch Management Privilege: View Group Customer File Import Mapping Object Type (Data) Resource: Group Customer File Import Mapping |
Group Customer File Import Object |
A Sales Administrator can view group customer file import object type for all group customer file import objects of object type 'group customer' |
Role: Trading Community Import Batch Management Privilege: View Group Customer File Import Object Type (Data) Resource: Group Customer File Import Object |
HR Job |
A Sales Administrator can choose hr job for all hr jobs in the enterprise |
Role: Employee Resource Administration Privilege: Choose HR Job (Data) Resource: HR Job |
HR Job |
A Sales Administrator can choose hr job for all jobs in the enterprise |
Role: Resource Administration Privilege: Choose HR Job (Data) Resource: HR Job |
HR Job |
A Sales Administrator can choose hr job for all jobs in the enterprise |
Role: Sales Administrator Privilege: Choose HR Job (Data) Resource: HR Job |
Hierarchy File Import Activity |
A Sales Administrator can view hierarchy file import activity object type for all hierarchy file import activities of object type 'hierarchy' |
Role: Trading Community Import Batch Management Privilege: View Hierarchy File Import Activity Object Type (Data) Resource: Hierarchy File Import Activity |
Hierarchy File Import Activity |
A Sales Administrator can view standard file import activity object type for all standard file import activities that are accessible for trading community import batch management duty |
Role: Trading Community Import Batch Management Privilege: View Standard File Import Activity Object Type Resource: Hierarchy File Import Activity |
Hierarchy File Import Mapping |
A Sales Administrator can view hierarchy file import mapping object type for all hierarchy file import mappings of object type 'hierarchy' |
Role: Trading Community Import Batch Management Privilege: View Hierarchy File Import Mapping Object Type (Data) Resource: Hierarchy File Import Mapping |
Hierarchy File Import Mapping |
A Sales Administrator can view standard file import mapping object type for all standard file import maps that are accessible for trading community import batch management duty |
Role: Trading Community Import Batch Management Privilege: View Standard File Import Mapping Object Type Resource: Hierarchy File Import Mapping |
Hierarchy File Import Object |
A Sales Administrator can view hierarchy file import object type for all hierarchy file import objects of object type 'hierarchy' |
Role: Trading Community Import Batch Management Privilege: View Hierarchy File Import Object Type (Data) Resource: Hierarchy File Import Object |
Hierarchy Node File Import Activity |
A Sales Administrator can view hierarchy node file import activity object type for all hierarchy node file import activities of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Privilege: View Hierarchy Node File Import Activity Object Type (Data) Resource: Hierarchy Node File Import Activity |
Hierarchy Node File Import Activity |
A Sales Administrator can view standard file import activity object type for all standard file import activities that are accessible for trading community import batch management duty |
Role: Trading Community Import Batch Management Privilege: View Standard File Import Activity Object Type Resource: Hierarchy Node File Import Activity |
Hierarchy Node File Import Mapping |
A Sales Administrator can view hierarchy node file import mapping object type for all hierarchy node file import mappings of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Privilege: View Hierarchy Node File Import Mapping Object Type (Data) Resource: Hierarchy Node File Import Mapping |
Hierarchy Node File Import Mapping |
A Sales Administrator can view standard file import mapping object type for all standard file import maps that are accessible for trading community import batch management duty |
Role: Trading Community Import Batch Management Privilege: View Standard File Import Mapping Object Type Resource: Hierarchy Node File Import Mapping |
Hierarchy Node File Import Object |
A Sales Administrator can view hierarchy node file import object type for all hierarchy node file import objects of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Privilege: View Hierarchy Node File Import Object Type (Data) Resource: Hierarchy Node File Import Object |
Inbound Message Detail |
A Sales Administrator can manage inbound message for all inbound messages sent to a customer relationship management channel |
Role: Service Request Administrator Privilege: Manage Inbound Message (Data) Resource: Inbound Message Detail |
Incentive Compensation Goal |
A Sales Administrator can manage incentive compensation goal for the business units for which they are authorized |
Role: Sales Administrator Privilege: Manage Incentive Compensation Goal (Data) Resource: Business Unit |
Installed Base Asset |
A Sales Administrator can manage installed base asset for all installed base assets |
Role: Sales Administrator Privilege: Manage Installed Base Asset (Data) Resource: Installed Base Asset |
Inventory Reservation |
A Sales Administrator can manage inventory reservation for the inventory organizations in which they can operate |
Role: Service Request Administrator Privilege: Manage Inventory Reservation (Data) Resource: Inventory Organization Parameter |
Legal Employer |
A Sales Administrator can choose legal employer for all legal employers in the enterprise |
Role: Employee Resource Administration Privilege: Choose Legal Employer (Data) Resource: Legal Employer |
Legal Employer |
A Sales Administrator can choose legal employer for legal employers in their organization security profile |
Role: Resource Administration Privilege: Choose Legal Employer (Data) Resource: Legal Employer |
Legal Employer |
A Sales Administrator can choose legal employer for legal employers in their organization security profile |
Role: Sales Administrator Privilege: Choose Legal Employer (Data) Resource: Legal Employer |
Legal Entity File Import Activity |
A Sales Administrator can view legal entity file import activity object type for all legal entity file import activities of object type 'legal entity' |
Role: Trading Community Import Batch Management Privilege: View Legal Entity File Import Activity Object Type (Data) Resource: Legal Entity File Import Activity |
Legal Entity File Import Mapping |
A Sales Administrator can view legal entity file import mapping object type for all legal entity file import mappings of object type 'legal entity' |
Role: Trading Community Import Batch Management Privilege: View Legal Entity File Import Mapping Object Type (Data) Resource: Legal Entity File Import Mapping |
Legal Entity File Import Object |
A Sales Administrator can view legal entity file import object type for all legal entity file import objects of object type 'legal entity' |
Role: Trading Community Import Batch Management Privilege: View Legal Entity File Import Object Type (Data) Resource: Legal Entity File Import Object |
Location |
A Sales Administrator can choose location for all locations in the enterprise |
Role: Employee Resource Administration Privilege: Choose Location (Data) Resource: Location |
Location |
A Sales Administrator can choose location for locations in their location security profile |
Role: Sales Administrator Privilege: Choose Location (Data) Resource: Location |
Location |
A Sales Administrator can manage location for all locations in the enterprise |
Role: Service Request Administrator Privilege: Manage Location (Data) Resource: Location |
Location |
A Sales Administrator can manage location for all reference data sets in the enterprise |
Role: Service Request Administrator Privilege: Manage Location (Data) Resource: Location |
MDF Budget |
A Sales Administrator can delete marketing budget a member of an access group associated to the mdf budget with delete access and budget status is draft |
Role: Access Groups Enablement Privilege: Delete Marketing Budget (Data) Resource: MDF Budget |
MDF Budget |
A Sales Administrator can update marketing budget a member of an access group associated to the mdf budget with update access |
Role: Access Groups Enablement Privilege: Update Marketing Budget (Data) Resource: MDF Budget |
MDF Budget |
A Sales Administrator can view marketing budget a member of an access group associated to the mdf budget |
Role: Access Groups Enablement Privilege: View Marketing Budget (Data) Resource: MDF Budget |
MDF Budget File Import Activity |
A Sales Administrator can view mdf budget file import activity for all mdf budget file import activities in the enterprise |
Role: Sales Administrator Privilege: View MDF Budget file import activity Object Type (Data) Resource: MDF Budget File Import Activity |
MDF Budget File Import Mapping |
A Sales Administrator can view mdf budget file import mapping for all mdf budget file import mappings in the enterprise |
Role: Sales Administrator Privilege: View MDF Budget file import mapping Object Type (Data) Resource: MDF Budget File Import Mapping |
MDF Budget File Import Object |
A Sales Administrator can view mdf budget file import object for all mdf budget file import objects in the enterprise |
Role: Sales Administrator Privilege: View MDF Budget file import Object Type (Data) Resource: MDF Budget File Import Object |
MDF Budget Team |
A Sales Administrator can delete marketing budget team a member of an access group associated to the mdf budget with delete access |
Role: Access Groups Enablement Privilege: Delete Marketing Budget Team (Data) Resource: MDF Budget Team |
MDF Budget Team |
A Sales Administrator can update marketing budget team a member of an access group associated to the mdf budget with update access |
Role: Access Groups Enablement Privilege: Update Marketing Budget Team (Data) Resource: MDF Budget Team |
MDF Budget Team |
A Sales Administrator can view marketing budget team a member of an access group associated to the mdf budget |
Role: Access Groups Enablement Privilege: View Marketing Budget Team (Data) Resource: MDF Budget Team |
MDF Claim |
A Sales Administrator can delete marketing claim a member of an access group associated to the mdf claim with delete or full access and the claim status is draft |
Role: Access Groups Enablement Privilege: Delete Marketing Claim (Data) Resource: MDF Claim |
MDF Claim |
A Sales Administrator can update marketing claim approval details a member of an access group associated to the mdf claim with update or full access and the claim status is pending approval |
Role: Access Groups Enablement Privilege: Update Marketing Claim Approval Details (Data) Resource: MDF Claim |
MDF Claim |
A Sales Administrator can update marketing claim details a member of an access group associated to the mdf claim with update or full access and the claim status is draft, returned, failed or withdrawn |
Role: Access Groups Enablement Privilege: Update Marketing Claim Details (Data) Resource: MDF Claim |
MDF Claim |
A Sales Administrator can update marketing claim partner details a member of an access group associated to the mdf claim with update or full access and the claim status is draft, returned, failed or withdrawn |
Role: Access Groups Enablement Privilege: Update Marketing Claim Partner Details (Data) Resource: MDF Claim |
MDF Claim |
A Sales Administrator can view marketing claim a member of an access group associated to the mdf claim |
Role: Access Groups Enablement Privilege: View Marketing Claim (Data) Resource: MDF Claim |
MDF Claim File Import Activity |
A Sales Administrator can view mdf claim file import activity for all mdf claim file import activities in the enterprise |
Role: Sales Administrator Privilege: View MDF Claim file import activity Object Type (Data) Resource: MDF Claim File Import Activity |
MDF Claim File Import Mapping |
A Sales Administrator can view mdf claim file import mapping for all mdf claim file import mappings in the enterprise |
Role: Sales Administrator Privilege: View MDF Claim file import mapping Object Type (Data) Resource: MDF Claim File Import Mapping |
MDF Claim File Import Object |
A Sales Administrator can view mdf claim file import object for all mdf claim file import objects in the enterprise |
Role: Sales Administrator Privilege: View MDF Claim file import Object Type (Data) Resource: MDF Claim File Import Object |
MDF Claim Settlement |
A Sales Administrator can delete marketing claim settlement a member of an access group associated to the mdf claim with delete access |
Role: Access Groups Enablement Privilege: Delete Marketing Claim Settlement (Data) Resource: MDF Claim Settlement |
MDF Claim Settlement |
A Sales Administrator can update marketing claim settlement a member of an access group associated to the mdf claim with update access |
Role: Access Groups Enablement Privilege: Update Marketing Claim Settlement (Data) Resource: MDF Claim Settlement |
MDF Claim Settlement |
A Sales Administrator can update marketing claim settlement details a member of an access group associated to the mdf claim with update access |
Role: Access Groups Enablement Privilege: Update Marketing Claim Settlement Details (Data) Resource: MDF Claim Settlement |
MDF Claim Settlement |
A Sales Administrator can view marketing claim settlement a member of an access group associated to the mdf claim |
Role: Access Groups Enablement Privilege: View Marketing Claim Settlement (Data) Resource: MDF Claim Settlement |
MDF Claim Team |
A Sales Administrator can delete marketing claim team a member of an access group associated to the mdf claim with delete access |
Role: Access Groups Enablement Privilege: Delete Marketing Claim Team (Data) Resource: MDF Claim Team |
MDF Claim Team |
A Sales Administrator can update marketing claim team a member of an access group associated to the mdf claim with update access |
Role: Access Groups Enablement Privilege: Update Marketing Claim Team (Data) Resource: MDF Claim Team |
MDF Claim Team |
A Sales Administrator can view marketing claim team a member of an access group associated to the mdf claim |
Role: Access Groups Enablement Privilege: View Marketing Claim Team (Data) Resource: MDF Claim Team |
MDF Request |
A Sales Administrator can delete marketing fund request a member of an access group associated to the mdf request with delete access and the request status is draft |
Role: Access Groups Enablement Privilege: Delete Marketing Fund Request (Data) Resource: MDF Request |
MDF Request |
A Sales Administrator can update marketing fund request approval details a member of an access group associated to the mdf request with update or full access and the request status is pending approval |
Role: Access Groups Enablement Privilege: Update Marketing Fund Request Approval Details (Data) Resource: MDF Request |
MDF Request |
A Sales Administrator can update marketing fund request details a member of an access group associated to the mdf request with update or full access and the request status is draft, returned, failed or withdrawn |
Role: Access Groups Enablement Privilege: Update Marketing Fund Request Details (Data) Resource: MDF Request |
MDF Request |
A Sales Administrator can update marketing fund request partner details a member of an access group associated to the mdf request with update or full access and request is in draft, returned, failed or withdrawn status and the request is created by an internal user |
Role: Access Groups Enablement Privilege: Update Marketing Fund Request Partner Details (Data) Resource: MDF Request |
MDF Request |
A Sales Administrator can view marketing fund request a member of an access group associated to the mdf request |
Role: Access Groups Enablement Privilege: View Marketing Fund Request (Data) Resource: MDF Request |
MDF Request File Import Activity |
A Sales Administrator can view mdf request file import activity for all mdf request file import activities in the enterprise |
Role: Sales Administrator Privilege: View MDF Request file import activity Object Type (Data) Resource: MDF Request File Import Activity |
MDF Request File Import Mapping |
A Sales Administrator can view mdf request file import mapping for all mdf request file import mappings in the enterprise |
Role: Sales Administrator Privilege: View MDF Request file import mapping Object Type (Data) Resource: MDF Request File Import Mapping |
MDF Request File Import Object |
A Sales Administrator can view mdf request file import object for all mdf request file import objects in the enterprise |
Role: Sales Administrator Privilege: View MDF Request file import Object Type (Data) Resource: MDF Request File Import Object |
MDF Request Team |
A Sales Administrator can delete marketing fund request team a member of an access group associated to the mdf request with delete access |
Role: Access Groups Enablement Privilege: Delete Marketing Fund Request Team (Data) Resource: MDF Request Team |
MDF Request Team |
A Sales Administrator can update marketing fund request team a member of an access group associated to the mdf request with update access |
Role: Access Groups Enablement Privilege: Update Marketing Fund Request Team (Data) Resource: MDF Request Team |
MDF Request Team |
A Sales Administrator can view marketing fund request team a member of an access group associated to the mdf request |
Role: Access Groups Enablement Privilege: View Marketing Fund Request Team (Data) Resource: MDF Request Team |
Marketing Budget Export Object |
A Sales Administrator can view marketing budget export object for all marketing budget export objects in the enterprise |
Role: Sales Administrator Privilege: View Marketing Budget Export Object (Data) Resource: Marketing Budget Export Object |
Marketing Integration Campaign |
A Sales Administrator can delete marketing integration campaign a member of an access group associated to the marketing integration campaign with delete access |
Role: Access Groups Enablement Privilege: Delete Marketing Integration Campaign (Data) Resource: Marketing Integration Campaign |
Marketing Integration Campaign |
A Sales Administrator can update marketing integration campaign a member of an access group associated to the marketing integration campaign with update access |
Role: Access Groups Enablement Privilege: Update Marketing Integration Campaign (Data) Resource: Marketing Integration Campaign |
Marketing Integration Campaign |
A Sales Administrator can view marketing integration campaign a member of an access group associated to the marketing integration campaign |
Role: Access Groups Enablement Privilege: View Marketing Integration Campaign (Data) Resource: Marketing Integration Campaign |
Marketing List |
A Sales Administrator can delete marketing list where they are the owner of the marketing list |
Role: Sales Administrator Privilege: Delete Marketing List (Data) Resource: Marketing List |
Marketing List |
A Sales Administrator can update marketing list where they are the owner of the marketing list |
Role: Sales Administrator Privilege: Update Marketing List (Data) Resource: Marketing List |
Marketing Treatment |
A Sales Administrator can delete marketing treatment where they are the owner of the marketing treatment |
Role: Sales Administrator Privilege: Delete Marketing Treatment (Data) Resource: Marketing Treatment |
Marketing Treatment |
A Sales Administrator can update marketing treatment where they are the owner of the marketing treatment |
Role: Sales Administrator Privilege: Update Marketing Treatment (Data) Resource: Marketing Treatment |
Marketing Treatment E-Mail Footer |
A Sales Administrator can view marketing treatment e-mail footer for all marketing treatment e-mail footers marked as unrestricted visibility in the enterprise |
Role: Sales Administrator Privilege: View Marketing Treatment Unrestricted E-Mail Footer (Data) Resource: Marketing Treatment E-Mail Footer |
Note |
A Sales Administrator can delete note a member of an access group associated to the note with delete access |
Role: Access Groups Enablement Privilege: Delete Note (Data) Resource: Note |
Note |
A Sales Administrator can update note a member of an access group associated to the note with update access |
Role: Access Groups Enablement Privilege: Update Note (Data) Resource: Note |
Note |
A Sales Administrator can view note a member of an access group associated to the note |
Role: Access Groups Enablement Privilege: View Note (Data) Resource: Note |
Note Export Object |
A Sales Administrator can view note export object for all note export objects in the enterprise |
Role: Sales Administrator Privilege: View Note Export (Data) Resource: Note Export Object |
Note File Import Activity |
A Sales Administrator can view note file import activity for all note file import activities in all resource organizations for which they are authorized |
Role: Sales Administrator Privilege: View Note File Import Activity Object Type (Data) Resource: Note File Import Activity |
Note File Import Mapping |
A Sales Administrator can view note file import mapping for all note file import mappings in all resource organizations for which they are authorized |
Role: Sales Administrator Privilege: View Note File Import Mapping Object Type (Data) Resource: Note File Import Mapping |
Note File Import Object |
A Sales Administrator can view note file import object for all note file import objects in all resource organizations for which they are authorized |
Role: Sales Administrator Privilege: View Note File Import Object Type (Data) Resource: Note File Import Object |
Opportunity |
A Sales Administrator can manage opportunity for all opportunities in the business units that they are authorized within |
Role: Sales Administrator Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
Opportunity |
A Sales Administrator can manage opportunity for all opportunities in the business units that they are authorized within |
Role: Sales Administrator Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
Opportunity |
A Sales Administrator can manage opportunity for all opportunities in the business units that they are authorized within |
Role: Sales Administrator Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
Opportunity |
A Sales Administrator can manage opportunity for all opportunities in the business units that they are authorized within |
Role: Sales Administrator Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
Opportunity |
A Sales Administrator can manage opportunity general profile a member of an access group associated to the opportunity with update access |
Role: Access Groups Enablement Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
Opportunity |
A Sales Administrator can manage opportunity general profile for all opportunities in the business units that they are authorized within |
Role: Opportunity Administration Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
Opportunity |
A Sales Administrator can manage opportunity restricted profile a member of an access group associated to the opportunity with delete access |
Role: Access Groups Enablement Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
Opportunity |
A Sales Administrator can manage opportunity restricted profile for all opportunities in the business units that they are authorized within |
Role: Opportunity Administration Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
Opportunity |
A Sales Administrator can manage opportunity revenue a member of an access group associated to the opportunity with full access |
Role: Access Groups Enablement Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
Opportunity |
A Sales Administrator can manage opportunity revenue for all opportunities in the business units that they are authorized within |
Role: Opportunity Administration Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
Opportunity |
A Sales Administrator can manage opportunity team a member of an access group associated to the opportunity with full access |
Role: Access Groups Enablement Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
Opportunity |
A Sales Administrator can manage opportunity team for all opportunities in the business units that they are authorized within |
Role: Opportunity Administration Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
Opportunity |
A Sales Administrator can view opportunity a member of an access group associated to the opportunity |
Role: Access Groups Enablement Privilege: View Opportunity (Data) Resource: Opportunity |
Opportunity |
A Sales Administrator can view opportunity for all opportunities in the business units that they are authorized within |
Role: Opportunity Administration Privilege: View Opportunity (Data) Resource: Opportunity |
Opportunity |
A Sales Administrator can view opportunity for all opportunities in the business units that they are authorized within |
Role: Sales Administrator Privilege: View Opportunity (Data) Resource: Opportunity |
Opportunity Competitor Export Object |
A Sales Administrator can view opportunity competitor export object for all opportunity competitor export objects in the enterprise |
Role: Sales Administrator Privilege: View Opportunity Competitor Export Object (Data) Resource: Opportunity Competitor Export Object |
Opportunity Contact Export Object |
A Sales Administrator can view opportunity contact export object for all opportunity contact export objects in the enterprise |
Role: Sales Administrator Privilege: View Opportunity Contact Export Object (Data) Resource: Opportunity Contact Export Object |
Opportunity Export Object |
A Sales Administrator can view opportunity export object for all opportunity export objects in the enterprise |
Role: Sales Administrator Privilege: View Opportunity Export Object (Data) Resource: Opportunity Export Object |
Opportunity File Import Activity |
A Sales Administrator can view opportunity file import activity for all opportunity file import activities in the business units that they are authorized within |
Role: Sales Administrator Privilege: View Opportunity File Import Activity Object Type (Data) Resource: Opportunity File Import Activity |
Opportunity File Import Activity |
A Sales Administrator can view opportunity file import activity object type for all opportunity file import activities in the business units that they are authorized within |
Role: Opportunity Administration Privilege: View Opportunity File Import Activity Object Type (Data) Resource: Opportunity File Import Activity |
Opportunity File Import Mapping |
A Sales Administrator can view opportunity file import mapping for all opportunity file import mappings in the business units that they are authorized within |
Role: Sales Administrator Privilege: View Opportunity File Import Mapping Object Type (Data) Resource: Opportunity File Import Mapping |
Opportunity File Import Mapping |
A Sales Administrator can view opportunity file import mapping object type for all opportunity file import mappings in the business units that they are authorized within |
Role: Opportunity Administration Privilege: View Opportunity File Import Mapping Object Type (Data) Resource: Opportunity File Import Mapping |
Opportunity File Import Object |
A Sales Administrator can view opportunity file import object for all opportunity file import objects in the business units that they are authorized within |
Role: Sales Administrator Privilege: View Opportunity File Import Object Type (Data) Resource: Opportunity File Import Object |
Opportunity File Import Object |
A Sales Administrator can view opportunity file import object type for all opportunity file import objects in the business units that they are authorized within |
Role: Opportunity Administration Privilege: View Opportunity File Import Object Type (Data) Resource: Opportunity File Import Object |
Opportunity Lead Export Object |
A Sales Administrator can view opportunity lead export object for all opportunity lead export objects in the enterprise |
Role: Sales Administrator Privilege: View Opportunity Lead Export Object (Data) Resource: Opportunity Lead Export Object |
Opportunity Reference Export Object |
A Sales Administrator can view opportunity reference export object for all opportunity reference export objects in the enterprise |
Role: Sales Administrator Privilege: View Opportunity Reference Export Object (Data) Resource: Opportunity Reference Export Object |
Opportunity Resource Export Object |
A Sales Administrator can view opportunity resource export object for all opportunity resource export objects in the enterprise |
Role: Sales Administrator Privilege: View Opportunity Resource Export Object (Data) Resource: Opportunity Resource Export Object |
Opportunity Revenue Export Object |
A Sales Administrator can view opportunity revenue export object for all opportunity revenue export objects in the enterprise |
Role: Sales Administrator Privilege: View Opportunity Revenue Export Object (Data) Resource: Opportunity Revenue Export Object |
Opportunity Revenue Partners Export Object |
A Sales Administrator can view opportunity revenue partners export object for all opportunity revenue partners export objects in the enterprise |
Role: Sales Administrator Privilege: View Opportunity Revenue Partners Export Object (Data) Resource: Opportunity Revenue Partners Export Object |
Opportunity Revenue Territories Export Object |
A Sales Administrator can view opportunity revenue territories export object for all opportunity revenue territories export objects in the enterprise |
Role: Sales Administrator Privilege: View Opportunity Revenue Territories Export Object (Data) Resource: Opportunity Revenue Territories Export Object |
Opportunity Source Export Object |
A Sales Administrator can view opportunity source export object for all opportunity source export objects in the enterprise |
Role: Sales Administrator Privilege: View Opportunity Source Export Object (Data) Resource: Opportunity Source Export Object |
Organization |
A Sales Administrator can choose business unit organization for all business units in the enterprise |
Role: Employee Resource Administration Privilege: Choose Business Unit Organization (Data) Resource: Organization |
Partner File Import Activity |
A Sales Administrator can view partner file import activity for all partner file import activities of object type 'partner company' |
Role: Sales Administrator Privilege: View Partner File Import Activity Object Type (Data) Resource: Partner File Import Activity |
Partner File Import Activity |
A Sales Administrator can view partner file import activity object type for all partner file import activities of object type 'partner company' |
Role: Resource Administration Privilege: View Partner File Import Activity Object Type (Data) Resource: Partner File Import Activity |
Partner File Import Mapping |
A Sales Administrator can view partner file import mapping for all partner file import mappings of object type 'partner company' |
Role: Sales Administrator Privilege: View Partner File Import Mapping Object Type (Data) Resource: Partner File Import Mapping |
Partner File Import Mapping |
A Sales Administrator can view partner file import mapping object type for all partner file import mappings of object type 'partner company' |
Role: Resource Administration Privilege: View Partner File Import Mapping Object Type (Data) Resource: Partner File Import Mapping |
Partner File Import Object |
A Sales Administrator can view partner file import object for all partner file import objects of object type 'partner company' |
Role: Sales Administrator Privilege: View Partner File Import Object Type (Data) Resource: Partner File Import Object |
Partner File Import Object |
A Sales Administrator can view partner file import object type for all partner file import objects of object type 'partner company' |
Role: Resource Administration Privilege: View Partner File Import Object Type (Data) Resource: Partner File Import Object |
Partner Member File Import Activity |
A Sales Administrator can view partner member file import activity for all partner member file import activities of object type 'partner member' |
Role: Sales Administrator Privilege: View Partner Member File Import Activity Object Type (Data) Resource: Partner Member File Import Activity |
Partner Member File Import Activity |
A Sales Administrator can view partner member file import activity object type for all partner member file import activities of object type 'partner member' |
Role: Resource Administration Privilege: View Partner Member File Import Activity Object Type (Data) Resource: Partner Member File Import Activity |
Partner Member File Import Mapping |
A Sales Administrator can view partner member file import mapping for all partner member file import mappings of object type 'partner member' |
Role: Sales Administrator Privilege: View Partner Member File Import Mapping Object Type (Data) Resource: Partner Member File Import Mapping |
Partner Member File Import Mapping |
A Sales Administrator can view partner member file import mapping object type for all partner member file import mappings of object type 'partner member' |
Role: Resource Administration Privilege: View Partner Member File Import Mapping Object Type (Data) Resource: Partner Member File Import Mapping |
Partner Member File Import Object |
A Sales Administrator can view partner member file import object for all partner member file import objects of object type 'partner member' |
Role: Sales Administrator Privilege: View Partner Member File Import Object Type (Data) Resource: Partner Member File Import Object |
Partner Member File Import Object |
A Sales Administrator can view partner member file import object type for all partner member file import objects of object type 'partner member' |
Role: Resource Administration Privilege: View Partner Member File Import Object Type (Data) Resource: Partner Member File Import Object |
Partner Profile |
A Sales Administrator can manage partner account a member of an access group associated to the partner with update access |
Role: Access Groups Enablement Privilege: Manage Partner Account (Data) Resource: Partner Profile |
Partner Profile |
A Sales Administrator can update partner account a member of an access group associated to the partner with update access |
Role: Access Groups Enablement Privilege: Update Partner Account (Data) Resource: Partner Profile |
Partner Program Enrollment |
A Sales Administrator can manage partner program enrollment a member of an access group associated to the partner program enrollment with delete access |
Role: Access Groups Enablement Privilege: Manage Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
Partner Program Enrollment |
A Sales Administrator can manage partner program enrollment a member of an access group associated to the partner program enrollment with update access |
Role: Access Groups Enablement Privilege: Manage Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
Partner Program Enrollment |
A Sales Administrator can view partner program enrollment a member of an access group associated to the partner program enrollment |
Role: Access Groups Enablement Privilege: View Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
Person |
A Sales Administrator can manage person for all persons in the enterprise |
Role: Employee Resource Administration Privilege: Manage Person (Data) Resource: Person |
Person |
A Sales Administrator can manage person for persons and assignments in their person and assignment security profile |
Role: Sales Administrator Privilege: Manage Users (Data) Resource: Person |
Person Assignment |
A Sales Administrator can manage person assignment for all people in the enterprise |
Role: Employee Resource Administration Privilege: Manage Person Assignment (Data) Resource: Person Assignment |
Person Assignment |
A Sales Administrator can search person assignment for persons and assignments in their person and assignment security profile |
Role: Sales Administrator Privilege: Search Worker (Data) Resource: Person Assignment |
Person Assignment |
A Sales Administrator can search worker for persons and assignments in their person and assignment security profile |
Role: Manage Users Privilege: Search Worker (Data) Resource: Person Assignment |
Person Assignment |
A Sales Administrator can view person assignment for persons and assignments in their person and assignment security profile |
Role: Manage Users Privilege: View Person Assignment (Data) Resource: Person Assignment |
Person Assignment |
A Sales Administrator can view person assignment for persons and assignments in their person and assignment security profile |
Role: Sales Administrator Privilege: View Person Assignment (Data) Resource: Person Assignment |
Person Phone |
A Sales Administrator can view person phone for all people in the enterprise |
Role: Employee Resource Administration Privilege: View Person Phone (Data) Resource: Person Phone |
Person Type |
A Sales Administrator can choose person type for all person types in the enterprise |
Role: Employee Resource Administration Privilege: Choose Person Type (Data) Resource: Person Type |
Person Type |
A Sales Administrator can choose person type for person types in their person type security profile |
Role: Manage Users Privilege: Choose Person Type (Data) Resource: Person Type |
Person Type |
A Sales Administrator can choose person type for person types in their person type security profile |
Role: Sales Administrator Privilege: Choose Person Type (Data) Resource: Person Type |
Position |
A Sales Administrator can choose position for positions in their position security profile |
Role: Sales Administrator Privilege: Choose Position (Data) Resource: Position |
Price Book |
A Sales Administrator can delete price book a member of an access group associated to the price book with delete access |
Role: Access Groups Enablement Privilege: Delete Price Book (Data) Resource: Price Book |
Price Book |
A Sales Administrator can update price book a member of an access group associated to the price book with update access |
Role: Access Groups Enablement Privilege: Update Price Book (Data) Resource: Price Book |
Price Book |
A Sales Administrator can view price book a member of an access group associated to the price book |
Role: Access Groups Enablement Privilege: View Price Book (Data) Resource: Price Book |
Price Book File Import Object |
A Sales Administrator can view price book file import object for all price book file import objects |
Role: Sales Administrator Privilege: View Price Book Import (Data) Resource: Price Book File Import Object |
Product File Export Object |
A Sales Administrator can view product file export object for all the product export objects in the enterprise |
Role: Sales Administrator Privilege: View Product Export Object (Data) Resource: Product File Export Object |
Product File Import Object |
A Sales Administrator can view product file import object for all product import objects |
Role: Sales Administrator Privilege: View Product Import (Data) Resource: Product File Import Object |
Product Group |
A Sales Administrator can delete product group a member of an access group associated to the product group with delete access |
Role: Access Groups Enablement Privilege: Delete Product Group (Data) Resource: Product Group |
Product Group |
A Sales Administrator can update product group a member of an access group associated to the product group with update access |
Role: Access Groups Enablement Privilege: Update Product Group (Data) Resource: Product Group |
Product Group |
A Sales Administrator can view product group a member of an access group associated to the product group |
Role: Access Groups Enablement Privilege: View Product Group (Data) Resource: Product Group |
Product Group Details Export Object |
A Sales Administrator can view product group details export object for all product group details export objects in the enterprise |
Role: Sales Administrator Privilege: View Product Group Export Object (Data) Resource: Product Group Details Export Object |
Product Group File Import Activity |
A Sales Administrator can view product group file import activity for all authorized product group, product, price book file import activities where they are authorized |
Role: Sales Administrator Privilege: View Product Group File Import Activity Object Type (Data) Resource: Product Group File Import Activity |
Product Group File Import Mapping |
A Sales Administrator can view product group file import mapping for all product group, product, price book file import mappings in all resource organizations where they are authorized |
Role: Sales Administrator Privilege: View Product Group File Import Mapping Object Type (Data) Resource: Product Group File Import Mapping |
Product Group File Import Object |
A Sales Administrator can view product group file import object for all product group file import objects in all resource organizations where they are authorized |
Role: Sales Administrator Privilege: View Product Group File Import Object Type (Data) Resource: Product Group File Import Object |
Product Group Products Export Object |
A Sales Administrator can view product group products export object for all product group products export objects in the enterprise |
Role: Sales Administrator Privilege: View Product Group Export Object (Data) Resource: Product Group Products Export Object |
Product Group Subgroups Export Object |
A Sales Administrator can view product group subgroups export object for all product group subgroups export objects in the enterprise |
Role: Sales Administrator Privilege: View Product Group Export Object (Data) Resource: Product Group Subgroups Export Object |
Product Group Translations Export Object |
A Sales Administrator can view product group translations export object for all product group translations export objects in the enterprise |
Role: Sales Administrator Privilege: View Product Group Export Object (Data) Resource: Product Group Translations Export Object |
Products |
A Sales Administrator can delete product a member of an access group associated to the product with delete access |
Role: Access Groups Enablement Privilege: Delete Product (Data) Resource: Products |
Products |
A Sales Administrator can update product a member of an access group associated to the product with update access |
Role: Access Groups Enablement Privilege: Update Product (Data) Resource: Products |
Products |
A Sales Administrator can view product a member of an access group associated to the product |
Role: Access Groups Enablement Privilege: View Product (Data) Resource: Products |
Public Assignment |
A Sales Administrator can search person deferred for persons and assignments in their public person security profile |
Role: Use REST Service - Public Workers Read Only Privilege: Search Person Deferred (Data) Resource: Public Assignment |
Public Assignment |
A Sales Administrator can view person deferred for persons and assignments in their public person security profile |
Role: Use REST Service - Public Workers Read Only Privilege: View Person Deferred (Data) Resource: Public Assignment |
Public Person |
A Sales Administrator can choose public person for persons and assignments in their person and assignment security profile |
Role: Sales Administrator Privilege: View Person Deferred (Data) Resource: Public Person |
Public Person |
A Sales Administrator can search person deferred for persons and assignments in their public person security profile |
Role: Use REST Service - Public Workers Read Only Privilege: Search Person Deferred (Data) Resource: Public Person |
Public Person |
A Sales Administrator can view person deferred for all people in the enterprise |
Role: Employee Resource Administration Privilege: View Person Deferred (Data) Resource: Public Person |
Public Person |
A Sales Administrator can view person deferred for persons and assignments in their person and assignment security profile |
Role: Use User Details Service Privilege: View Person Deferred (Data) Resource: Public Person |
Public Person |
A Sales Administrator can view person deferred for persons and assignments in their public person security profile |
Role: Use REST Service - Public Workers Read Only Privilege: View Person Deferred (Data) Resource: Public Person |
Resource Team File Import Activity |
A Sales Administrator can view resource team file import activity for all resource team file import activities of object type 'resource team' |
Role: Sales Administrator Privilege: View Resource Team File Import Activity Object Type (Data) Resource: Resource Team File Import Activity |
Resource Team File Import Activity |
A Sales Administrator can view resource team file import activity object type for all resource team file import activities of object type 'resource team' |
Role: Resource Team Administration Privilege: View Resource Team File Import Activity Object Type (Data) Resource: Resource Team File Import Activity |
Resource Team File Import Mapping |
A Sales Administrator can view resource team file import mapping for all resource team file import mappings of object type 'resource team' |
Role: Sales Administrator Privilege: View Resource Team File Import Mapping Object Type (Data) Resource: Resource Team File Import Mapping |
Resource Team File Import Mapping |
A Sales Administrator can view resource team file import mapping object type for all resource team file import mappings of object type 'resource team' |
Role: Resource Team Administration Privilege: View Resource Team File Import Mapping Object Type (Data) Resource: Resource Team File Import Mapping |
Resource Team File Import Object |
A Sales Administrator can view resource team file import object for all resource team file import objects of object type 'resource team' |
Role: Sales Administrator Privilege: View Resource Team File Import Object Type (Data) Resource: Resource Team File Import Object |
Resource Team File Import Object |
A Sales Administrator can view resource team file import object type for all resource team file import objects of object type 'resource team' |
Role: Resource Team Administration Privilege: View Resource Team File Import Object Type (Data) Resource: Resource Team File Import Object |
Sales Account Profile Export Object |
A Sales Administrator can view sales account profile export object for all sales account profile export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Account Profile Export Object (Data) Resource: Sales Account Profile Export Object |
Sales Account Team Export Object |
A Sales Administrator can view sales account team export object for all sales account team export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Account Team Export Object (Data) Resource: Sales Account Team Export Object |
Sales Account Team File Import Activity |
A Sales Administrator can view sales account team file import activity for all sales account team file import activities in all resource organizations for which they are authorized |
Role: Sales Administrator Privilege: View Sales Account Team File Import Activity Object Type (Data) Resource: Sales Account Team File Import Activity |
Sales Account Team File Import Mapping |
A Sales Administrator can view sales account team file import mapping for all sales account team file import mappings in all resource organizations for which they are authorized |
Role: Sales Administrator Privilege: View Sales Account Team File Import Mapping Object Type (Data) Resource: Sales Account Team File Import Mapping |
Sales Account Team File Import Object |
A Sales Administrator can view sales account team file import object for all sales account team file import objects in all resource organizations for which they are authorized |
Role: Sales Administrator Privilege: View Sales Account Team File Import Object Type (Data) Resource: Sales Account Team File Import Object |
Sales Business Plan |
A Sales Administrator can delete sales business plan a member of an access group associated to the business plan with delete access |
Role: Access Groups Enablement Privilege: Delete Sales Business Plan (Data) Resource: Sales Business Plan |
Sales Business Plan |
A Sales Administrator can update sales business plan general a member of an access group associated to the business plan with update access |
Role: Access Groups Enablement Privilege: Update Sales Business Plan General (Data) Resource: Sales Business Plan |
Sales Business Plan |
A Sales Administrator can update sales business plan status a member of an access group associated to the business plan with full access |
Role: Access Groups Enablement Privilege: Update Sales Business Plan Status (Data) Resource: Sales Business Plan |
Sales Business Plan |
A Sales Administrator can view sales business plan a member of an access group associated to the business plan |
Role: Access Groups Enablement Privilege: View Sales Business Plan (Data) Resource: Sales Business Plan |
Sales Business Plan Export Object |
A Sales Administrator can view sales business plan export object all business plan export objects |
Role: Sales Administrator Privilege: View Sales Business Plan Export Object (Data) Resource: Sales Business Plan Export Object |
Sales Business Plan File Import |
A Sales Administrator can view sales business plan file import all business plan file import objects |
Role: Sales Administrator Privilege: View Sales Business Plan File Import (Data) Resource: Sales Business Plan File Import |
Sales Business Plan File Import Mapping |
A Sales Administrator can view sales business plan file import mapping all business plan file import mapping objects |
Role: Sales Administrator Privilege: View Sales Business Plan File Import Mapping (Data) Resource: Sales Business Plan File Import Mapping |
Sales Business Plan File Import Metadata |
A Sales Administrator can view sales business plan file import metadata all business plan file import metadata objects |
Role: Sales Administrator Privilege: View Sales Business Plan File Import Metadata Resource: Sales Business Plan File Import Metadata |
Sales Business Plan SWOT Export Object |
A Sales Administrator can view sales business plan swot export object all business plan swot export objects |
Role: Sales Administrator Privilege: View Sales Business Plan SWOT Export Object (Data) Resource: Sales Business Plan SWOT Export Object |
Sales Business Plan SWOT File Import |
A Sales Administrator can view sales business plan swot file import all business plan swot file import objects |
Role: Sales Administrator Privilege: View Sales Business Plan SWOT File Import (Data) Resource: Sales Business Plan SWOT File Import |
Sales Business Plan SWOT File Import Mapping |
A Sales Administrator can view sales business plan swot file import mapping all business plan swot file import mapping objects |
Role: Sales Administrator Privilege: View Sales Business Plan SWOT File Import Mapping (Data) Resource: Sales Business Plan SWOT File Import Mapping |
Sales Business Plan SWOT File Import Metadata |
A Sales Administrator can view sales business plan swot file import metadata all business plan swot file import metadata objects |
Role: Sales Administrator Privilege: View Sales Business Plan SWOT File Import Metadata Resource: Sales Business Plan SWOT File Import Metadata |
Sales Business Plan Team |
A Sales Administrator can manage sales business plan team a member of an access group associated to the business plan with full access |
Role: Access Groups Enablement Privilege: Manage Sales Business Plan Team (Data) Resource: Sales Business Plan Team |
Sales Business Plan Team Export Object |
A Sales Administrator can view sales business plan team export object all business plan team export objects |
Role: Sales Administrator Privilege: View Sales Business Plan Team Export Object (Data) Resource: Sales Business Plan Team Export Object |
Sales Business Plan Team File Import |
A Sales Administrator can view sales business plan team file import all business plan team file import objects |
Role: Sales Administrator Privilege: View Sales Business Plan Team File Import (Data) Resource: Sales Business Plan Team File Import |
Sales Business Plan Team File Import Mapping |
A Sales Administrator can view sales business plan team file import mapping all business plan team file import mapping objects |
Role: Sales Administrator Privilege: View Sales Business Plan Team File Import Mapping (Data) Resource: Sales Business Plan Team File Import Mapping |
Sales Business Plan Team File Import Metadata |
A Sales Administrator can view sales business plan team file import metadata all business plan team file import metadata objects |
Role: Sales Administrator Privilege: View Sales Business Plan Team File Import Metadata Resource: Sales Business Plan Team File Import Metadata |
Sales Campaign |
A Sales Administrator can delete sales campaign for all sales campaigns in draft or scheduled execution status where they are a manager in the management hierarchy of the owner of the sales campaign |
Role: Sales Administrator Privilege: Delete Sales Campaign (Data) Resource: Sales Campaign |
Sales Campaign |
A Sales Administrator can delete sales campaign for all sales campaigns in draft or scheduled execution status where they are the owner of the sales campaign |
Role: Sales Administrator Privilege: Delete Sales Campaign (Data) Resource: Sales Campaign |
Sales Campaign |
A Sales Administrator can update sales campaign where they are the owner of the sales campaign |
Role: Sales Administrator Privilege: Update Sales Campaign (Data) Resource: Sales Campaign |
Sales Campaign |
A Sales Administrator can view sales campaign where they are a manager in the management hierarchy of the owner of the sales campaign |
Role: Sales Administrator Privilege: View Sales Campaign (Data) Resource: Sales Campaign |
Sales Campaign |
A Sales Administrator can view sales campaign where they are the owner of the sales campaign |
Role: Sales Administrator Privilege: View Sales Campaign (Data) Resource: Sales Campaign |
Sales Competitor |
A Sales Administrator can manage sales competitor a member of an access group associated to the sales competitor with update access |
Role: Access Groups Enablement Privilege: Manage Sales Competitor (Data) Resource: Sales Competitor |
Sales Competitor |
A Sales Administrator can view sales competitor a member of an access group associated to the sales competitor |
Role: Access Groups Enablement Privilege: View Sales Competitor (Data) Resource: Sales Competitor |
Sales Competitor |
A Sales Administrator can view sales competitor for all sales competitors in the enterprise |
Role: Sales Party Review Privilege: View Sales Competitor (Data) Resource: Sales Competitor |
Sales Contests |
A Sales Administrator can delete sales contest a member of an access group associated to the contest with delete access |
Role: Access Groups Enablement Privilege: Delete Sales Contest (Data) Resource: Sales Contests |
Sales Contests |
A Sales Administrator can update sales contest a member of an access group associated to the contest with update access |
Role: Access Groups Enablement Privilege: Update Sales Contest (Data) Resource: Sales Contests |
Sales Contests |
A Sales Administrator can view sales contest a member of an access group associated to the contest |
Role: Access Groups Enablement Privilege: View Sales Contest (Data) Resource: Sales Contests |
Sales Forecast |
A Sales Administrator can delete sales forecast participants a member of an access group associated to the sales forecast with delete access |
Role: Access Groups Enablement Privilege: Delete Sales Forecast Participants (Data) Resource: Sales Forecast |
Sales Forecast |
A Sales Administrator can update sales forecast participants a member of an access group associated to the sales forecast with update access |
Role: Access Groups Enablement Privilege: Update Sales Forecast Participants (Data) Resource: Sales Forecast |
Sales Forecast |
A Sales Administrator can view sales forecast participants a member of an access group associated to the sales forecast with read access |
Role: Access Groups Enablement Privilege: View Sales Forecast Participants (Data) Resource: Sales Forecast |
Sales Forecast Adjustment Export Object |
A Sales Administrator can view sales forecast adjustment export object for all sales forecast adjustment export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Forecast Adjustment Export Object (Data) Resource: Sales Forecast Adjustment Export Object |
Sales Forecast Header Export Object |
A Sales Administrator can view sales forecast header export object for all sales forecast header export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Forecast Header Export Object (Data) Resource: Sales Forecast Header Export Object |
Sales Forecast Item |
A Sales Administrator can manage sales forecast item a member of an access group associated to the territory forecast with full access |
Role: Access Groups Enablement Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
Sales Forecast Item Adjustment Export Object |
A Sales Administrator can view sales forecast item adjustment export object for all sales forecast item adjustment export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Forecast Item Adjustment Export Object (Data) Resource: Sales Forecast Item Adjustment Export Object |
Sales Forecast Item Export Object |
A Sales Administrator can view sales forecast item export object for all sales forecast item export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Forecast Item Export Object (Data) Resource: Sales Forecast Item Export Object |
Sales Forecast Participant |
A Sales Administrator can manage sales forecast participant a member of an access group associated to the territory forecast with full access |
Role: Access Groups Enablement Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
Sales Forecast Participant Export Object |
A Sales Administrator can view sales forecast participant export object for all sales forecast participant export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Forecast Participant Export Object (Data) Resource: Sales Forecast Participant Export Object |
Sales Goal Participants |
A Sales Administrator can delete sales goal participants a member of an access group associated to the goal participant with delete access |
Role: Access Groups Enablement Privilege: Delete Sales Goal Participants (Data) Resource: Sales Goal Participants |
Sales Goal Participants |
A Sales Administrator can update sales goal participants a member of an access group associated to the goal participant with update access |
Role: Access Groups Enablement Privilege: Update Sales Goal Participants (Data) Resource: Sales Goal Participants |
Sales Goal Participants |
A Sales Administrator can view sales goal participants a member of an access group associated to the goal participant |
Role: Access Groups Enablement Privilege: View Sales Goal Participants (Data) Resource: Sales Goal Participants |
Sales Goals |
A Sales Administrator can delete sales goal a member of an access group associated to the goal with delete access |
Role: Access Groups Enablement Privilege: Delete Sales Goal (Data) Resource: Sales Goals |
Sales Goals |
A Sales Administrator can update sales goal a member of an access group associated to the goal with update access |
Role: Access Groups Enablement Privilege: Update Sales Goal (Data) Resource: Sales Goals |
Sales Goals |
A Sales Administrator can view sales goal a member of an access group associated to the goal |
Role: Access Groups Enablement Privilege: View Sales Goal (Data) Resource: Sales Goals |
Sales KPI |
A Sales Administrator can delete sales kpi a member of an access group associated to the kpi with delete access |
Role: Access Groups Enablement Privilege: Delete Sales KPI (Data) Resource: Sales KPI |
Sales KPI |
A Sales Administrator can update sales kpi a member of an access group associated to the kpi with update access |
Role: Access Groups Enablement Privilege: Update Sales KPI (Data) Resource: Sales KPI |
Sales KPI |
A Sales Administrator can view sales kpi a member of an access group associated to the kpi |
Role: Access Groups Enablement Privilege: View Sales KPI (Data) Resource: Sales KPI |
Sales Lead |
A Sales Administrator can convert sales lead a member of an access group associated to the sales lead with full access |
Role: Access Groups Enablement Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can convert sales lead for all sales leads in the business units that they are authorized within |
Role: Sales Administrator Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can convert sales lead where they are a manager in the management hierarchy of a resource in the lead sales team with full access |
Role: Sales Administrator Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can convert sales lead where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Administrator Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can convert sales lead where they are a resource in the lead sales team with full access |
Role: Sales Administrator Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can convert sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Administrator Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can convert sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Administrator Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can convert sales lead where they are the owner of the sales lead |
Role: Sales Administrator Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can delete sales lead a member of an access group associated to the sales lead with delete access |
Role: Access Groups Enablement Privilege: Delete Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can delete sales lead for all retired, qualified and unqualified leads in the enterprise |
Role: Sales Administrator Privilege: Delete Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can delete sales lead for all retired, qualified, unqualified leads in the enterprise |
Role: Sales Lead Processing Privilege: Delete Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can update sales lead a member of an access group associated to the sales lead with update access |
Role: Access Groups Enablement Privilege: Update Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can update sales lead for all sales leads in the business units that they are authorized within |
Role: Sales Administrator Privilege: Update Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can update sales lead where they are a manager in the management hierarchy of a resource in the lead sales team with full access |
Role: Sales Administrator Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can update sales lead where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Administrator Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can update sales lead where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Administrator Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can update sales lead where they are a resource in the lead sales team with full access |
Role: Sales Administrator Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can update sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Administrator Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Administrator Privilege: Update Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can update sales lead where they are the owner of the sales lead |
Role: Sales Administrator Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can update sales lead where they are the owner of the sales lead |
Role: Sales Administrator Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view descendant territory leads where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Qualification Privilege: View Descendant Territory Leads (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view my sales leads where they are the owner of the sales lead |
Role: Sales Lead Qualification Privilege: View My Sales Leads (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view sales lead a member of an access group associated to the sales lead |
Role: Access Groups Enablement Privilege: View Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view sales lead for all sales leads in the business units that they are authorized within |
Role: Sales Administrator Privilege: View Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view sales lead for all sales leads in the business units that they are authorized within |
Role: Sales Lead Processing Privilege: View Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view sales lead where they are a manager in the management hierarchy of a resource in the lead sales team |
Role: Sales Administrator Privilege: View Subordinate Team Leads (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view sales lead where they are a manager in the management hierarchy of a resource in the lead sales team |
Role: Sales Lead Qualification Supervision Privilege: View Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view sales lead where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Qualification Supervision Privilege: View Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view sales lead where they are a resource in the lead sales team |
Role: Sales Administrator Privilege: View Sales Team Leads (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view sales lead where they are a resource in the lead sales team |
Role: Sales Lead Qualification Privilege: View Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Administrator Privilege: View Territory Leads (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Qualification Privilege: View Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Administrator Privilege: View Descendant Territory Leads (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Qualification Privilege: View Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Qualification Privilege: View Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view sales lead where they are the owner of the sales lead |
Role: Sales Administrator Privilege: View My Sales Leads (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view sales team leads where they are a resource in the lead sales team |
Role: Sales Lead Qualification Privilege: View Sales Team Leads (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view subordinate team leads where they are a manager in the management hierarchy of a resource in the lead sales team |
Role: Sales Lead Qualification Supervision Privilege: View Subordinate Team Leads (Data) Resource: Sales Lead |
Sales Lead |
A Sales Administrator can view territory leads where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Qualification Privilege: View Territory Leads (Data) Resource: Sales Lead |
Sales Lead Contact Export Object |
A Sales Administrator can view sales lead contact export object for all sales lead contact export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Lead Contact Export Object (Data) Resource: Sales Lead Contact Export Object |
Sales Lead Export Object |
A Sales Administrator can view sales lead export object for all lead export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Lead Export Object (Data) Resource: Sales Lead Export Object |
Sales Lead File Import Activity |
A Sales Administrator can view sales lead file import activity for all file import activities of type lead in the enterprise |
Role: Sales Administrator Privilege: View Sales Lead File Import Activity Object Type (Data) Resource: Sales Lead File Import Activity |
Sales Lead File Import Activity |
A Sales Administrator can view sales lead file import activity object type for all file import activities of type lead in the enterprise |
Role: Sales Lead Processing Privilege: View Sales Lead File Import Activity Object Type (Data) Resource: Sales Lead File Import Activity |
Sales Lead File Import Mapping |
A Sales Administrator can view sales lead file import mapping for all file import mappings of type lead in the enterprise |
Role: Sales Administrator Privilege: View Sales Lead File Import Mapping Object Type (Data) Resource: Sales Lead File Import Mapping |
Sales Lead File Import Mapping |
A Sales Administrator can view sales lead file import mapping object type for all file import mappings of type lead in the enterprise |
Role: Sales Lead Processing Privilege: View Sales Lead File Import Mapping Object Type (Data) Resource: Sales Lead File Import Mapping |
Sales Lead File Import Object |
A Sales Administrator can view sales lead file import object for all file import objects of type lead in the enterprise |
Role: Sales Administrator Privilege: View Sales Lead File Import Object Type (Data) Resource: Sales Lead File Import Object |
Sales Lead File Import Object |
A Sales Administrator can view sales lead file import object type for all file import objects of type lead in the enterprise |
Role: Sales Lead Processing Privilege: View Sales Lead File Import Object Type (Data) Resource: Sales Lead File Import Object |
Sales Lead Product Export Object |
A Sales Administrator can view sales lead product export object for all sales lead product export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Lead Product Export Object (Data) Resource: Sales Lead Product Export Object |
Sales Lead Resource Access Level Export Object |
A Sales Administrator can view sales lead resource access level export object for all sales lead resource access level export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Lead Resource Access Level Export Object (Data) Resource: Sales Lead Resource Access Level Export Object |
Sales Lead Resource Export Object |
A Sales Administrator can view sales lead resource export object for all sales lead resource export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Lead Resource Export Object (Data) Resource: Sales Lead Resource Export Object |
Sales Lead Territory Export Object |
A Sales Administrator can view sales lead territory export object for all sales lead territory export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Lead Territory Export Object (Data) Resource: Sales Lead Territory Export Object |
Sales Lightbox Document |
A Sales Administrator can delete sales lightbox document for all documents in the enterprise |
Role: Sales Administrator Privilege: Delete Lightbox Document Resource: Sales Lightbox Document |
Sales Lightbox Document |
A Sales Administrator can manage sales lightbox document for all documents where i am the owner of the document |
Role: Sales Administrator Privilege: Manage Lightbox Document Resource: Sales Lightbox Document |
Sales Lightbox Document |
A Sales Administrator can view sales lightbox document for all documents in the enterprise |
Role: Sales Administrator Privilege: View Lightbox Document Resource: Sales Lightbox Document |
Sales Lightbox Document |
A Sales Administrator can view sales lightbox document for all documents shared to me |
Role: Sales Administrator Privilege: View Lightbox Document Resource: Sales Lightbox Document |
Sales Lightbox Document |
A Sales Administrator can view sales lightbox document for all documents shared to my subordinates |
Role: Sales Administrator Privilege: View Lightbox Document Resource: Sales Lightbox Document |
Sales Lightbox Document |
A Sales Administrator can view sales lightbox document for all documents where i am the owner of the document |
Role: Sales Administrator Privilege: View Lightbox Document Resource: Sales Lightbox Document |
Sales Lightbox Document Feedback |
A Sales Administrator can delete sales lightbox document feedback for all feedback where i am the owner of the feedback |
Role: Sales Administrator Privilege: Delete Lightbox Document Feedback Resource: Sales Lightbox Document Feedback |
Sales Lightbox Document Feedback |
A Sales Administrator can manage sales lightbox document feedback for all feedback where i am the owner of the activity |
Role: Sales Administrator Privilege: Manage Lightbox Document Feedback Resource: Sales Lightbox Document Feedback |
Sales Lightbox Document Feedback |
A Sales Administrator can manage sales lightbox document feedback for all feedback where i am the owner of the feedback |
Role: Sales Administrator Privilege: Manage Lightbox Document Feedback Resource: Sales Lightbox Document Feedback |
Sales Lightbox Document Feedback |
A Sales Administrator can view sales lightbox document feedback for all feedback in the enterprise |
Role: Sales Administrator Privilege: View Lightbox Document Feedback Resource: Sales Lightbox Document Feedback |
Sales Lightbox Document Feedback |
A Sales Administrator can view sales lightbox document feedback for all feedback where i am the owner of the feedback |
Role: Sales Administrator Privilege: View Lightbox Document Feedback Resource: Sales Lightbox Document Feedback |
Sales Objective |
A Sales Administrator can delete sales objective a member of an access group associated to the sales business plan with delete access |
Role: Access Groups Enablement Privilege: Delete Sales Objective (Data) Resource: Sales Objective |
Sales Objective |
A Sales Administrator can update sales objective attainment a member of an access group associated to the sales business plan with full access |
Role: Access Groups Enablement Privilege: Update Sales Objective Attainment (Data) Resource: Sales Objective |
Sales Objective |
A Sales Administrator can update sales objective general a member of an access group associated to the sales business plan with update access |
Role: Access Groups Enablement Privilege: Update Sales Objective General (Data) Resource: Sales Objective |
Sales Objective |
A Sales Administrator can view sales objective a member of an access group associated to the sales business plan |
Role: Access Groups Enablement Privilege: View Sales Objective (Data) Resource: Sales Objective |
Sales Objective Dimension Export Object |
A Sales Administrator can view sales objective dimension export object all objective dimension export objects |
Role: Sales Administrator Privilege: View Sales Objective Dimension Export Object (Data) Resource: Sales Objective Dimension Export Object |
Sales Objective Dimension File Import |
A Sales Administrator can view sales objective dimension file import all objective dimension file import objects |
Role: Sales Administrator Privilege: View Sales Objective Dimension File Import (Data) Resource: Sales Objective Dimension File Import |
Sales Objective Dimension File Import Mapping |
A Sales Administrator can view sales objective dimension file import mapping all objective dimension file import mapping objects |
Role: Sales Administrator Privilege: View Sales Objective Dimension File Import Mapping (Data) Resource: Sales Objective Dimension File Import Mapping |
Sales Objective Dimension File Import Metadata |
A Sales Administrator can view sales objective dimension file import metadata all objective dimension file import metadata objects |
Role: Sales Administrator Privilege: View Sales Objective Dimension File Import Metadata Resource: Sales Objective Dimension File Import Metadata |
Sales Objective Export Object |
A Sales Administrator can view sales objective export object all objective export objects |
Role: Sales Administrator Privilege: View Sales Objective Export Object (Data) Resource: Sales Objective Export Object |
Sales Objective File Import |
A Sales Administrator can view sales objective file import all objective file import objects |
Role: Sales Administrator Privilege: View Sales Objective File Import (Data) Resource: Sales Objective File Import |
Sales Objective File Import Mapping |
A Sales Administrator can view sales objective file import mapping all objective file import mapping objects |
Role: Sales Administrator Privilege: View Sales Objective File Import Mapping (Data) Resource: Sales Objective File Import Mapping |
Sales Objective File Import Metadata |
A Sales Administrator can view sales objective file import metadata all objective file import metadata objects |
Role: Sales Administrator Privilege: View Sales Objective File Import Metadata Resource: Sales Objective File Import Metadata |
Sales Objective Target Export Object |
A Sales Administrator can view sales objective target export object all objective target export objects |
Role: Sales Administrator Privilege: View Sales Objective Target Export Object (Data) Resource: Sales Objective Target Export Object |
Sales Objective Target File Import |
A Sales Administrator can view sales objective target file import all objective target file import objects |
Role: Sales Administrator Privilege: View Sales Objective Target File Import (Data) Resource: Sales Objective Target File Import |
Sales Objective Target File Import Mapping |
A Sales Administrator can view sales objective target file import mapping all objective target file import mapping objects |
Role: Sales Administrator Privilege: View Sales Objective Target File Import Mapping (Data) Resource: Sales Objective Target File Import Mapping |
Sales Objective Target File Import Metadata |
A Sales Administrator can view sales objective target file import metadata all objective target file import metadata objects |
Role: Sales Administrator Privilege: View Sales Objective Target File Import Metadata Resource: Sales Objective Target File Import Metadata |
Sales Objects |
A Sales Administrator can view sales objects for all standard file import export objects that are accessible for sales administrator. |
Role: Sales Administrator Privilege: View Standard File Import Export Object Type Resource: Sales Objects |
Sales Objects |
A Sales Administrator can view standard file import export object type for all standard file import export objects that are accessible for conversation message administration |
Role: Conversation Message Administration Privilege: View Standard File Import Export Object Type Resource: Sales Objects |
Sales Objects |
A Sales Administrator can view standard file import export object type for all standard file import export objects that are accessible for opportunity administration duty |
Role: Opportunity Administration Privilege: View Standard File Import Export Object Type Resource: Sales Objects |
Sales Objects |
A Sales Administrator can view standard file import export object type for all standard file import export objects that are accessible for sales lead processing duty |
Role: Sales Lead Processing Privilege: View Standard File Import Export Object Type Resource: Sales Objects |
Sales Objects |
A Sales Administrator can view standard file import export object type for all standard file import export objects that are accessible for service profile administration. |
Role: Service Profile Administration Privilege: View Standard File Import Export Object Type Resource: Sales Objects |
Sales Objects |
A Sales Administrator can view standard file import export object type for all standard file import export objects that are accessible for service request administrator |
Role: Service Request Administrator Privilege: View Standard File Import Export Object Type Resource: Sales Objects |
Sales Objects |
A Sales Administrator can view standard file import export object type for all standard file import export objects that are accessible for trading community batch import management duty |
Role: Trading Community Import Batch Management Privilege: View Standard File Import Export Object Type Resource: Sales Objects |
Sales Objects |
A Sales Administrator can view standard file import mapping object type for all standard file import export objects that are accessible for service request administrator |
Role: Service Request Administrator Privilege: View Standard File Import Mapping Object Type Resource: Sales Objects |
Sales Order |
A Sales Administrator can view sales order a member of an access group associated to the sales order |
Role: Access Groups Enablement Privilege: View Sales Order (Data) Resource: Sales Order |
Sales Party |
A Sales Administrator can delete sales party for all sales parties in the enterprise |
Role: Customer Self-Service Administration Privilege: Delete Sales Party (Data) Resource: Sales Party |
Sales Party |
A Sales Administrator can manage sales party for all sales parties in the enterprise |
Role: Customer Self-Service Administration Privilege: Manage Sales Party (Data) Resource: Sales Party |
Sales Party |
A Sales Administrator can view sales party for all sales parties in the enterprise |
Role: Customer Self-Service Administration Privilege: View Sales Party (Data) Resource: Sales Party |
Sales Party Partner Territory Export Object |
A Sales Administrator can view sales party partner territory export object for all sales party partner territory export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Party Partner Territory Export Object (Data) Resource: Sales Party Partner Territory Export Object |
Sales Quota Plan |
A Sales Administrator can view sales quota plan a member of an access group associated to the sales quota plan with read access |
Role: Access Groups Enablement Privilege: View Sales Quota Plan (Data) Resource: Sales Quota Plan |
Sales Quota Plan Export Object |
A Sales Administrator can view sales quota plan export object for all sales quota plan export objects |
Role: Sales Administrator Privilege: View Sales Quota Plan Export Object (Data) Resource: Sales Quota Plan Export Object |
Sales Quota Prediction Formula Export Object |
A Sales Administrator can view sales quota prediction formula export object for all sales quota prediction formula export objects |
Role: Sales Administrator Privilege: View Sales Quota Prediction Formula Export Object (Data) Resource: Sales Quota Prediction Formula Export Object |
Sales Quota Prediction Formula Parameter Export Object |
A Sales Administrator can view sales quota prediction formula parameter export object for all sales quota prediction formula parameters export objects |
Role: Sales Administrator Privilege: View Sales Quota Prediction Formula Parameter Export Object (Data) Resource: Sales Quota Prediction Formula Parameter Export Object |
Sales Quota Seasonality Factor Export Object |
A Sales Administrator can view sales quota seasonality factor export object for all seasonality factor export objects |
Role: Sales Administrator Privilege: View Sales Quota Seasonality Factor Export Object (Data) Resource: Sales Quota Seasonality Factor Export Object |
Sales Quota Seasonality Group Export Object |
A Sales Administrator can view sales quota seasonality group export object for all seasonality factor group export objects |
Role: Sales Administrator Privilege: View Sales Quota Seasonality Group Export Object (Data) Resource: Sales Quota Seasonality Group Export Object |
Sales Quota Spread Formula Export Object |
A Sales Administrator can view sales quota spread formula export object for all spread formula export objects |
Role: Sales Administrator Privilege: View Sales Quota Spread Formula Export Object (Data) Resource: Sales Quota Spread Formula Export Object |
Sales Quota Territory Prediction Formula Export Object |
A Sales Administrator can view sales quota territory prediction formula export object for all sales quota territory prediction formula export objects |
Role: Sales Administrator Privilege: View Sales Quota Territory Prediction Formula Export Object (Data) Resource: Sales Quota Territory Prediction Formula Export Object |
Sales Quota Territory Prediction Formula Parameter Export Object |
A Sales Administrator can view sales quota territory prediction formula parameter export object for all sales quota territory prediction formula parameters export objects |
Role: Sales Administrator Privilege: View Sales Quota Territory Prediction Formula Parameter Export Object (Data) Resource: Sales Quota Territory Prediction Formula Parameter Export Object |
Sales Resource Period Quota File Import |
A Sales Administrator can view sales resource period quota file import for all sales resource period quota file imports of object type resource period quota |
Role: Sales Administrator Privilege: View Sales Resource Period Quota File Import (Data) Resource: Sales Resource Period Quota File Import |
Sales Resource Period Quota File Import Mapping |
A Sales Administrator can view sales resource period quota file import mapping for all sales resource period quota file import mappings of object type resource period quota |
Role: Sales Administrator Privilege: View Sales Resource Period Quota File Import Mapping (Data) Resource: Sales Resource Period Quota File Import Mapping |
Sales Resource Period Quota File Import Metadata |
A Sales Administrator can view sales resource period quota file import metadata for all sales resource period quota file import metadata of object type resource period quota |
Role: Sales Administrator Privilege: View Sales Resource Period Quota File Import Metadata Resource: Sales Resource Period Quota File Import Metadata |
Sales Resource Quota |
A Sales Administrator can manage sales resource quota a member of an access group associated to the sales resource quota with delete access |
Role: Access Groups Enablement Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
Sales Resource Quota |
A Sales Administrator can manage sales resource quota a member of an access group associated to the sales resource quota with update access |
Role: Access Groups Enablement Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
Sales Resource Quota |
A Sales Administrator can view sales resource quota a member of an access group associated to the sales resource quota with read access |
Role: Access Groups Enablement Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
Sales Resource Quota Export Object |
A Sales Administrator can view sales resource quota export object for all sales resource quota export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Resource Quota Export Object (Data) Resource: Sales Resource Quota Export Object |
Sales Resource Quota File Import |
A Sales Administrator can view sales resource quota file import for all sales resource quota file imports of object type resource quota object |
Role: Sales Administrator Privilege: View Sales Resource Quota File Import (Data) Resource: Sales Resource Quota File Import |
Sales Resource Quota File Import Mapping |
A Sales Administrator can view sales resource quota file import mapping for all sales resource quota file import mappings of object type resource quota object |
Role: Sales Administrator Privilege: View Sales Resource Quota File Import Mapping (Data) Resource: Sales Resource Quota File Import Mapping |
Sales Resource Quota File Import Metadata |
A Sales Administrator can view sales resource quota file import metadata for all sales resource quota file import metadata of object type resource quota object |
Role: Sales Administrator Privilege: View Sales Resource Quota File Import Metadata Resource: Sales Resource Quota File Import Metadata |
Sales Resource Quota Time Period Export Object |
A Sales Administrator can view sales resource quota time period export object for all sales resource quota period export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Resource Quota Time Period Export Object (Data) Resource: Sales Resource Quota Time Period Export Object |
Sales Resource Quota Time Period Export Object |
A Sales Administrator can view sales resource quota time period export object for all sales resource quota time period export objects |
Role: Sales Administrator Privilege: View Sales Resource Quota Time Period Export Object (Data) Resource: Sales Resource Quota Time Period Export Object |
Sales Territory |
A Sales Administrator can manage sales territory a member of an access group associated to the sales territory with delete access |
Role: Access Groups Enablement Privilege: Manage Sales Territory (Data) Resource: Sales Territory |
Sales Territory |
A Sales Administrator can manage sales territory a member of an access group associated to the sales territory with update access |
Role: Access Groups Enablement Privilege: Manage Sales Territory (Data) Resource: Sales Territory |
Sales Territory |
A Sales Administrator can view sales territory a member of an access group associated to the sales territory with read access |
Role: Access Groups Enablement Privilege: View Sales Territory (Data) Resource: Sales Territory |
Sales Territory Dimensionality Export Object |
A Sales Administrator can view sales territory dimensionality export object for all sales territory dimensionality export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Territory Dimensionality Export Object (Data) Resource: Sales Territory Dimensionality Export Object |
Sales Territory Dimensionality File Import |
A Sales Administrator can view sales territory dimensionality file import for all sales territory dimensionality file imports of object type mot_sales_territory_dimensionality_export_object |
Role: Sales Administrator Privilege: View Sales Territory Dimensionality File Import (Data) Resource: Sales Territory Dimensionality File Import |
Sales Territory Dimensionality File Import Mapping |
A Sales Administrator can view sales territory dimensionality file import mapping for all sales territory dimensionality file import mappings of object type mot_sales_territory_dimensionality_export_object |
Role: Sales Administrator Privilege: View Sales Territory Dimensionality File Import Mapping (Data) Resource: Sales Territory Dimensionality File Import Mapping |
Sales Territory Dimensionality File Import Metadata |
A Sales Administrator can view sales territory dimensionality file import metadata for all sales territory dimensionality file import metadata of object type mot_sales_territory_dimensionality_export_object |
Role: Sales Administrator Privilege: View Sales Territory Dimensionality File Import Metadata Resource: Sales Territory Dimensionality File Import Metadata |
Sales Territory Export Object |
A Sales Administrator can view sales territory export object for all sales territory export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Territory Export Object (Data) Resource: Sales Territory Export Object |
Sales Territory File Import |
A Sales Administrator can view sales territory file import for all sales territory file imports of object type mot_sales_territory |
Role: Sales Administrator Privilege: View Sales Territory File Import (Data) Resource: Sales Territory File Import |
Sales Territory File Import Mapping |
A Sales Administrator can view sales territory file import mapping for all sales territory file import mappings of object type mot_sales_territory |
Role: Sales Administrator Privilege: View Sales Territory File Import Mapping (Data) Resource: Sales Territory File Import Mapping |
Sales Territory File Import Metadata |
A Sales Administrator can view sales territory file import metadata for all sales territory file import metadata of object type mot_sales_territory |
Role: Sales Administrator Privilege: View Sales Territory File Import Metadata Resource: Sales Territory File Import Metadata |
Sales Territory Line of Business Export Object |
A Sales Administrator can view sales territory line of business export object for all sales territory line of business export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Territory LOB Export Object (Data) Resource: Sales Territory Line of Business Export Object |
Sales Territory Line of Business File Import |
A Sales Administrator can view sales territory line of business file import for all sales territory lob file imports of object type mot_sales_territory_lob_export_object |
Role: Sales Administrator Privilege: View Sales Territory LOB File Import (Data) Resource: Sales Territory Line of Business File Import |
Sales Territory Line of Business File Import Mapping |
A Sales Administrator can view sales territory line of business file import mapping for all sales territory lob file import mappings of object type mot_sales_territory_lob_export_object |
Role: Sales Administrator Privilege: View Sales Territory LOB File Import Mapping (Data) Resource: Sales Territory Line of Business File Import Mapping |
Sales Territory Line of Business File Import Metadata |
A Sales Administrator can view sales territory line of business file import metadata for all sales territory lob file import metadata of object type mot_sales_territory_lob_export_object |
Role: Sales Administrator Privilege: View Sales Territory LOB File Import Metadata Resource: Sales Territory Line of Business File Import Metadata |
Sales Territory Period Quota File Import |
A Sales Administrator can view sales territory period quota file import for all sales territory period quota file imports of object type territory period quota |
Role: Sales Administrator Privilege: View Sales Territory Period Quota File Import (Data) Resource: Sales Territory Period Quota File Import |
Sales Territory Period Quota File Import Mapping |
A Sales Administrator can view sales territory period quota file import mapping for all sales territory period quota file import mappings of object type territory period quota |
Role: Sales Administrator Privilege: View Sales Territory Period Quota File Import Mapping (Data) Resource: Sales Territory Period Quota File Import Mapping |
Sales Territory Period Quota File Import Metadata |
A Sales Administrator can view sales territory period quota file import metadata for all sales territory period quota file import metadata of object type territory period quota |
Role: Sales Administrator Privilege: View Sales Territory Period Quota File Import Metadata Resource: Sales Territory Period Quota File Import Metadata |
Sales Territory Proposal |
A Sales Administrator can manage sales territory proposal a member of an access group associated to the sales territory proposal with delete access |
Role: Access Groups Enablement Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
Sales Territory Proposal |
A Sales Administrator can manage sales territory proposal a member of an access group associated to the sales territory proposal with update access |
Role: Access Groups Enablement Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
Sales Territory Proposal |
A Sales Administrator can view sales territory proposal a member of an access group associated to the sales territory proposal with read access |
Role: Access Groups Enablement Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
Sales Territory Proposal Export Object |
A Sales Administrator can view sales territory proposal export object for all sales territory proposal export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Territory Proposal Export Object (Data) Resource: Sales Territory Proposal Export Object |
Sales Territory Quota Export Object |
A Sales Administrator can view sales territory quota export object for all sales territory quota export objects |
Role: Sales Administrator Privilege: View Sales Territory Quota Export Object (Data) Resource: Sales Territory Quota Export Object |
Sales Territory Quota Export Object |
A Sales Administrator can view sales territory quota export object for all sales territory quota export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Territory Quota Export Object (Data) Resource: Sales Territory Quota Export Object |
Sales Territory Quota File Import |
A Sales Administrator can view sales territory quota file import for all sales territory quota file imports of object type territory quota object |
Role: Sales Administrator Privilege: View Sales Territory Quota File Import (Data) Resource: Sales Territory Quota File Import |
Sales Territory Quota File Import Mapping |
A Sales Administrator can view sales territory quota file import mapping for all sales territory quota file import mappings of object type territory quota object |
Role: Sales Administrator Privilege: View Sales Territory Quota File Import Mapping (Data) Resource: Sales Territory Quota File Import Mapping |
Sales Territory Quota File Import Metadata |
A Sales Administrator can view sales territory quota file import metadata for all sales territory quota file import metadata of object type territory quota object |
Role: Sales Administrator Privilege: View Sales Territory Quota File Import Metadata Resource: Sales Territory Quota File Import Metadata |
Sales Territory Quota Time Period Export Object |
A Sales Administrator can view sales territory quota time period export object for all sales territory period quota export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Territory Quota Time Period Export Object (Data) Resource: Sales Territory Quota Time Period Export Object |
Sales Territory Quota Time Period Export Object |
A Sales Administrator can view sales territory quota time period export object for all sales territory quota time period export objects |
Role: Sales Administrator Privilege: View Sales Territory Quota Time Period Export Object (Data) Resource: Sales Territory Quota Time Period Export Object |
Sales Territory Resource Export Object |
A Sales Administrator can view sales territory resource export object for all sales territory resource export objects in the enterprise |
Role: Sales Administrator Privilege: View Sales Territory Resource Export Object (Data) Resource: Sales Territory Resource Export Object |
Sales Territory Resource File Import |
A Sales Administrator can view sales territory resource file import for all sales territory resource file imports of object type mot_sales_territory_resource |
Role: Sales Administrator Privilege: View Sales Territory Resource File Import (Data) Resource: Sales Territory Resource File Import |
Sales Territory Resource File Import Mapping |
A Sales Administrator can view sales territory resource file import mapping for all sales territory resource file import mappings of object type mot_sales_territory_resource |
Role: Sales Administrator Privilege: View Sales Territory Resource File Import Mapping (Data) Resource: Sales Territory Resource File Import Mapping |
Sales Territory Resource File Import Metadata |
A Sales Administrator can view sales territory resource file import metadata for all sales territory resource file import metadata of object type mot_sales_territory_resource |
Role: Sales Administrator Privilege: View Sales Territory Resource File Import Metadata Resource: Sales Territory Resource File Import Metadata |
Self Service Registration |
A Sales Administrator can manage self service registration for all self service registrations |
Role: Customer Self-Service Administration Privilege: Manage Self Service Registration (Data) Resource: Self Service Registration |
Self Service Role |
A Sales Administrator can manage self service role for all self service roles |
Role: Customer Self-Service Administration Privilege: Manage Self Service Role (Data) Resource: Self Service Role |
Self Service User |
A Sales Administrator can manage self service user for all self service users |
Role: Customer Self-Service Administration Privilege: Manage Self Service User (Data) Resource: Self Service User |
Service Assignment Queue |
A Sales Administrator can manage service queue for all customer relationship management service queues |
Role: Service Request Administrator Privilege: Manage Service Queue (Data) Resource: Service Assignment Queue |
Service Category |
A Sales Administrator can delete service category a member of an access group associated to the service category with delete access |
Role: Access Groups Enablement Privilege: Delete Service Category (Data) Resource: Service Category |
Service Category |
A Sales Administrator can manage service category for all customer relationship management service categories |
Role: Service Request Administrator Privilege: Manage Service Category (Data) Resource: Service Category |
Service Category |
A Sales Administrator can update service category a member of an access group associated to the service category with update access |
Role: Access Groups Enablement Privilege: Update Service Category (Data) Resource: Service Category |
Service Category |
A Sales Administrator can view service category a member of an access group associated to the service category |
Role: Access Groups Enablement Privilege: View Service Category (Data) Resource: Service Category |
Service Interaction Header |
A Sales Administrator can manage service interaction for all crm interactions |
Role: Conversation Message Administration Privilege: Manage Service Interaction (Data) Resource: Service Interaction Header |
Service Interaction Header |
A Sales Administrator can manage service interaction for all crm interactions |
Role: Service Request Administrator Privilege: Manage Service Interaction (Data) Resource: Service Interaction Header |
Service Profile |
A Sales Administrator can delete service profile a member of an access group associated to the service profile with delete access |
Role: Access Groups Enablement Privilege: Delete Service Profile (Data) Resource: Service Profile |
Service Profile |
A Sales Administrator can manage service profile for all service profiles |
Role: Service Profile Administration Privilege: Manage Service Profile (Data) Resource: Service Profile |
Service Profile |
A Sales Administrator can update service profile a member of an access group associated to the service profile with update access |
Role: Access Groups Enablement Privilege: Update Service Profile (Data) Resource: Service Profile |
Service Profile |
A Sales Administrator can view service profile a member of an access group associated to the service profile |
Role: Access Groups Enablement Privilege: View Service Profile (Data) Resource: Service Profile |
Service Profile |
A Sales Administrator can view service profile for all service profiles |
Role: Service Request Administrator Privilege: View Service Profile (Data) Resource: Service Profile |
Service Request Export Object |
A Sales Administrator can view service request export object for all service requests export objects |
Role: Service Request Administrator Privilege: View Service Request Export Object (Data) Resource: Service Request Export Object |
Service Request File Import Activity |
A Sales Administrator can view service request file import activity object type for all service request file import activities |
Role: Service Request Administrator Privilege: View Service Request File Import Activity Object Type (Data) Resource: Service Request File Import Activity |
Service Request File Import Mapping |
A Sales Administrator can view service request file import mapping object type for all service request file import mappings |
Role: Service Request Administrator Privilege: View Service Request File Import Mapping Object Type (Data) Resource: Service Request File Import Mapping |
Service Request File Import Object |
A Sales Administrator can view service request file import object type for all service request file import objects |
Role: Service Request Administrator Privilege: View Service Request File Import Object Type (Data) Resource: Service Request File Import Object |
Service Request Header |
A Sales Administrator can delete service request header a member of an access group associated to the service request with delete access |
Role: Access Groups Enablement Privilege: Delete Service Request Header (Data) Resource: Service Request Header |
Service Request Header |
A Sales Administrator can update service request header a member of an access group associated to the service request with update access |
Role: Access Groups Enablement Privilege: Update Service Request Header (Data) Resource: Service Request Header |
Service Request Header |
A Sales Administrator can view service request header a member of an access group associated to the service request |
Role: Access Groups Enablement Privilege: View Service Request Header (Data) Resource: Service Request Header |
Service Request Message |
A Sales Administrator can delete service request message a member of an access group associated to the sr message with delete access |
Role: Access Groups Enablement Privilege: Delete Service Request Message (Data) Resource: Service Request Message |
Service Request Message |
A Sales Administrator can manage service request message for all service request messages |
Role: Service Request Administrator Privilege: Manage Service Request Message (Data) Resource: Service Request Message |
Service Request Message |
A Sales Administrator can update service request message a member of an access group associated to the sr message with update access |
Role: Access Groups Enablement Privilege: Update Service Request Message (Data) Resource: Service Request Message |
Service Request Message |
A Sales Administrator can view service request message a member of an access group associated to the sr message |
Role: Access Groups Enablement Privilege: View Service Request Message (Data) Resource: Service Request Message |
Service Request Resource |
A Sales Administrator can manage service request resource for all service request resources |
Role: Service Request Administrator Privilege: Manage Service Request Resource (Data) Resource: Service Request Resource |
Simplified Account File Import Activity |
A Sales Administrator can view simplified account file import activity object type for all simplified account file import activities of object type 'ora_import_account' |
Role: Trading Community Import Batch Management Privilege: View Simplified Account File Import Activity Object Type (Data) Resource: Simplified Account File Import Activity |
Simplified Account File Import Mapping |
A Sales Administrator can view simplified account file import mapping object type for all simplified account file import mappings of object type 'ora_import_account' |
Role: Trading Community Import Batch Management Privilege: View Simplified Account File Import Mapping Object Type (Data) Resource: Simplified Account File Import Mapping |
Simplified Account File Import Object |
A Sales Administrator can view simplified account file import object type for all simplified account file import objects of object type 'ora_import_account' |
Role: Trading Community Import Batch Management Privilege: View Simplified Account File Import Object Type (Data) Resource: Simplified Account File Import Object |
Simplified Contact File Import Activity |
A Sales Administrator can view simplified contact file import activity object type for all simplified contact file import activities of object type 'ora_import_contact' |
Role: Trading Community Import Batch Management Privilege: View Simplified Contact File Import Activity Object Type (Data) Resource: Simplified Contact File Import Activity |
Simplified Contact File Import Mapping |
A Sales Administrator can view simplified contact file import mapping object type for all simplified contact file import mappings of object type 'ora_import_contact' |
Role: Trading Community Import Batch Management Privilege: View Simplified Contact File Import Mapping Object Type (Data) Resource: Simplified Contact File Import Mapping |
Simplified Contact File Import Object |
A Sales Administrator can view simplified contact file import object type for all simplified contact file import objects of object type 'ora_import_contact' |
Role: Trading Community Import Batch Management Privilege: View Simplified Contact File Import Object Type (Data) Resource: Simplified Contact File Import Object |
Simplified Household File Import Activity |
A Sales Administrator can view simplified household file import activity object type for all simplified household file import activities of object type 'ora_import_household' |
Role: Trading Community Import Batch Management Privilege: View Simplified Household File Import Activity Object Type (Data) Resource: Simplified Household File Import Activity |
Simplified Household File Import Mapping |
A Sales Administrator can view simplified household file import mapping object type for all simplified household file import mappings of object type 'ora_import_household' |
Role: Trading Community Import Batch Management Privilege: View Simplified Household File Import Mapping Object Type (Data) Resource: Simplified Household File Import Mapping |
Simplified Household File Import Object |
A Sales Administrator can view simplified household file import object type for all simplified household file import objects of object type 'ora_import_household' |
Role: Trading Community Import Batch Management Privilege: View Simplified Household File Import Object Type (Data) Resource: Simplified Household File Import Object |
Smart Text |
A Sales Administrator can manage smart text all customer relationship management smart texts |
Role: Service Request Administrator Privilege: Manage Smart Text (Data) Resource: Smart Text |
Source System Reference File Import Activity |
A Sales Administrator can view source system reference file import activity object type for all source system reference file import activities of object type 'source system reference' |
Role: Trading Community Import Batch Management Privilege: View Source System Reference File Import Activity Object Type (Data) Resource: Source System Reference File Import Activity |
Source System Reference File Import Mapping |
A Sales Administrator can view source system reference file import mapping object type for all source system reference file import mapping of object type 'source system reference' |
Role: Trading Community Import Batch Management Privilege: View Source System Reference File Import Mapping Object Type (Data) Resource: Source System Reference File Import Mapping |
Source System Reference File Import Object |
A Sales Administrator can view source system reference file import object type for all source system reference file import objects of object type 'source system reference' |
Role: Trading Community Import Batch Management Privilege: View Source System Reference File Import Object Type (Data) Resource: Source System Reference File Import Object |
Subscription |
A Sales Administrator can manage subscription a member of an access group associated to the subscription with delete access |
Role: Access Groups Enablement Privilege: Manage Subscription (Data) Resource: Subscription |
Subscription |
A Sales Administrator can manage subscription for the business units for which they are authorized |
Role: Subscription Amendment Privilege: Manage Subscription (Data) Resource: Subscription |
Subscription |
A Sales Administrator can manage subscription for the business units for which they are authorized |
Role: Subscription Authoring Privilege: Manage Subscription (Data) Resource: Subscription |
Subscription |
A Sales Administrator can update subscription a member of an access group associated to the subscription with update access |
Role: Access Groups Enablement Privilege: Update Subscription (Data) Resource: Subscription |
Subscription |
A Sales Administrator can view subscription a member of an access group associated to the subscription |
Role: Access Groups Enablement Privilege: View Subscription (Data) Resource: Subscription |
Subscription |
A Sales Administrator can view subscription for the business units for which they are authorized |
Role: Subscription Sales View Privilege: View Subscription (Data) Resource: Subscription |
Subscription |
A Sales Administrator can view subscription for the business units for which they are authorized |
Role: Subscription Search and View Access Privilege: View Subscription (Data) Resource: Subscription |
Survey |
A Sales Administrator can manage survey for all customer relationship management surveys |
Role: Service Request Administrator Privilege: Manage Survey (Data) Resource: Survey |
Survey |
A Sales Administrator can view survey for all customer relationship management surveys |
Role: Service Request Administrator Privilege: View Survey (Data) Resource: Survey |
Survey Request |
A Sales Administrator can manage survey request for all customer relationship management survey requests |
Role: Service Request Administrator Privilege: Manage Survey Request (Data) Resource: Survey Request |
Talent Profile |
A Sales Administrator can view talent profile for jobs in their job security profile |
Role: Sales Administrator Privilege: View Talent Profile Model (Data) Resource: Talent Profile |
Talent Profile |
A Sales Administrator can view talent profile for people and assignments in their person and assignment security profile |
Role: Sales Administrator Privilege: View Talent Profile Person (Data) Resource: Talent Profile |
Talent Profile |
A Sales Administrator can view talent profile model for jobs in their job security profile |
Role: Workforce Profile Administration Privilege: View Talent Profile Model (Data) Resource: Talent Profile |
Talent Profile |
A Sales Administrator can view talent profile person for people and assignments in their person and assignment security profile |
Role: Workforce Profile Administration Privilege: View Talent Profile Person (Data) Resource: Talent Profile |
Territory Geography Export Object |
A Sales Administrator can view territory geography export object for all territory geography export objects |
Role: Sales Administrator Privilege: View Territory Geography Export Object (Data) Resource: Territory Geography Export Object |
Territory Geography File Import |
A Sales Administrator can view territory geography file import for all territory geography file imports of object type territory_geographies |
Role: Sales Administrator Privilege: View Territory Geography File Import (Data) Resource: Territory Geography File Import |
Territory Geography File Import Mapping |
A Sales Administrator can view territory geography file import mapping for all territory geography file import mappings of object type territory_geographies |
Role: Sales Administrator Privilege: View Territory Geography File Import Mapping (Data) Resource: Territory Geography File Import Mapping |
Territory Geography File Import Metadata |
A Sales Administrator can view territory geography file import metadata for all territory geography file import metadata of object type territory_geographies |
Role: Sales Administrator Privilege: View Territory Geography File Import Metadata Resource: Territory Geography File Import Metadata |
Trading Community Contact Preference |
A Sales Administrator can manage trading community legal contact preference a member of an access group associated to contact preferences. |
Role: Access Groups Enablement Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Contact Preference |
Trading Community Customer Account |
A Sales Administrator can view customer account for all customer accounts in the enterprise |
Role: Contract Search and View Access Privilege: View Customer Account (Data) Resource: Trading Community Customer Account |
Trading Community Customer Account |
A Sales Administrator can view customer account for all customer accounts in the enterprise |
Role: Contract View Access Across All Contracts Privilege: View Customer Account (Data) Resource: Trading Community Customer Account |
Trading Community Customer Account |
A Sales Administrator can view customer account for all customer accounts in the enterprise |
Role: Subscription Search and View Access Privilege: View Customer Account (Data) Resource: Trading Community Customer Account |
Trading Community Customer Account |
A Sales Administrator can view trading community customer account for all customer accounts in the enterprise |
Role: Sales Administrator Privilege: View Customer Account (Data) Resource: Trading Community Customer Account |
Trading Community Customer Account Relationship |
A Sales Administrator can view customer account relationship for the reference data sets for which they are authorized |
Role: Contract Search and View Access Privilege: View Customer Account Relationship (Data) Resource: Trading Community Customer Account Relationship |
Trading Community Customer Account Relationship |
A Sales Administrator can view customer account relationship for the reference data sets for which they are authorized |
Role: Contract View Access Across All Contracts Privilege: View Customer Account Relationship (Data) Resource: Trading Community Customer Account Relationship |
Trading Community Customer Account Relationship |
A Sales Administrator can view trading community customer account relationship for the reference data sets for which they are authorized |
Role: Sales Administrator Privilege: View Customer Account Relationship (Data) Resource: Trading Community Customer Account Relationship |
Trading Community Customer Account Site |
A Sales Administrator can view customer account site for the reference data sets for which they are authorized |
Role: Contract Search and View Access Privilege: View Customer Account Site (Data) Resource: Trading Community Customer Account Site |
Trading Community Customer Account Site |
A Sales Administrator can view customer account site for the reference data sets for which they are authorized |
Role: Subscription Search and View Access Privilege: View Customer Account Site (Data) Resource: Trading Community Customer Account Site |
Trading Community Customer Account Site |
A Sales Administrator can view trading community customer account site for the reference data sets for which they are authorized |
Role: Sales Administrator Privilege: View Customer Account Site (Data) Resource: Trading Community Customer Account Site |
Trading Community Customer Account Site Use |
A Sales Administrator can view customer account site use for the reference data sets for which they are authorized |
Role: Contract Search and View Access Privilege: View Customer Account Site Use (Data) Resource: Trading Community Customer Account Site Use |
Trading Community Customer Account Site Use |
A Sales Administrator can view customer account site use for the reference data sets for which they are authorized |
Role: Contract View Access Across All Contracts Privilege: View Customer Account Site Use (Data) Resource: Trading Community Customer Account Site Use |
Trading Community Customer Account Site Use |
A Sales Administrator can view trading community customer account site use for the reference data sets for which they are authorized |
Role: Sales Administrator Privilege: View Customer Account Site Use (Data) Resource: Trading Community Customer Account Site Use |
Trading Community Duplicate Identification Batch |
A Sales Administrator can manage trading community duplicate identification batch a member of an access group associated to the duplicate identification batch with delete access |
Role: Access Groups Enablement Privilege: Manage Trading Community Duplicate Identification Batch (Data) Resource: Trading Community Duplicate Identification Batch |
Trading Community Duplicate Identification Batch |
A Sales Administrator can manage trading community duplicate identification batch a member of an access group associated to the duplicate identification batch with update access |
Role: Access Groups Enablement Privilege: Manage Trading Community Duplicate Identification Batch (Data) Resource: Trading Community Duplicate Identification Batch |
Trading Community Duplicate Identification Batch |
A Sales Administrator can view trading community duplicate identification batch a member of an access group associated to the duplicate identification batch with view access |
Role: Access Groups Enablement Privilege: View Trading Community Duplicate Identification Batch (Data) Resource: Trading Community Duplicate Identification Batch |
Trading Community Duplicate Resolution Request |
A Sales Administrator can manage trading community duplicate resolution request a member of an access group associated to the duplicate resolution request with delete access |
Role: Access Groups Enablement Privilege: Manage Trading Community Duplicate Resolution Request (Data) Resource: Trading Community Duplicate Resolution Request |
Trading Community Duplicate Resolution Request |
A Sales Administrator can manage trading community duplicate resolution request a member of an access group associated to the duplicate resolution request with update access |
Role: Access Groups Enablement Privilege: Manage Trading Community Duplicate Resolution Request (Data) Resource: Trading Community Duplicate Resolution Request |
Trading Community Duplicate Resolution Request |
A Sales Administrator can view trading community duplicate resolution request a member of an access group associated to the duplicate resolution request with view access |
Role: Access Groups Enablement Privilege: View Trading Community Duplicate Resolution Request (Data) Resource: Trading Community Duplicate Resolution Request |
Trading Community Export |
A Sales Administrator can manage trading community export for all trading community export objects in the enterprise |
Role: Sales Administrator Privilege: View Trading Community Export Object (Data) Resource: Trading Community Export |
Trading Community Org Address Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract Search and View Access Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
Trading Community Org Address Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract View Access Across All Contracts Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
Trading Community Org Address Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Customer Self-Service Administration Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
Trading Community Org Address Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Resource Administration Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
Trading Community Org Address Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Sales Forecasting Delegated Management Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
Trading Community Org Address Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Subscription Search and View Access Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
Trading Community Org Address Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract Search and View Access Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
Trading Community Org Address Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract View Access Across All Contracts Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
Trading Community Org Address Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Customer Self-Service Administration Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
Trading Community Org Address Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Resource Administration Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
Trading Community Org Address Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Sales Forecasting Delegated Management Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
Trading Community Org Address Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Subscription Search and View Access Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
Trading Community Organization Address Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract Search and View Access Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
Trading Community Organization Address Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract View Access Across All Contracts Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
Trading Community Organization Address Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Customer Self-Service Administration Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
Trading Community Organization Address Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Resource Administration Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
Trading Community Organization Address Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Sales Forecasting Delegated Management Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
Trading Community Organization Address Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Subscription Search and View Access Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
Trading Community Organization Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract Search and View Access Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
Trading Community Organization Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract View Access Across All Contracts Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
Trading Community Organization Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Customer Self-Service Administration Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
Trading Community Organization Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Resource Administration Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
Trading Community Organization Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Sales Forecasting Delegated Management Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
Trading Community Organization Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Subscription Search and View Access Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
Trading Community Organization Party |
A Sales Administrator can view trading community organization for all organizations in the enterprise |
Role: Contract Search and View Access Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization Party |
Trading Community Organization Party |
A Sales Administrator can view trading community organization for all organizations in the enterprise |
Role: Resource Administration Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization Party |
Trading Community Organization Party |
A Sales Administrator can view trading community organization for all organizations in the enterprise |
Role: Sales Forecasting Delegated Management Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization Party |
Trading Community Organization Party |
A Sales Administrator can view trading community organization for all organizations in the enterprise |
Role: Subscription Search and View Access Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization Party |
Trading Community Organization Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract Search and View Access Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
Trading Community Organization Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract View Access Across All Contracts Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
Trading Community Organization Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Customer Self-Service Administration Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
Trading Community Organization Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Resource Administration Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
Trading Community Organization Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Sales Forecasting Delegated Management Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
Trading Community Organization Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Subscription Search and View Access Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
Trading Community Party |
A Sales Administrator can manage sales party a member of an access group associated to the account with full access |
Role: Access Groups Enablement Privilege: Manage Sales Party (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can manage sales party a member of an access group associated to the contact with full access |
Role: Access Groups Enablement Privilege: Manage Sales Party (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can manage sales party a member of an access group associated to the household with full access |
Role: Access Groups Enablement Privilege: Manage Sales Party (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can manage sales party a member of an access group associated to the partner contact with delete access |
Role: Access Groups Enablement Privilege: Manage Sales Party (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can manage sales party a member of an access group associated to the partner contact with update access |
Role: Access Groups Enablement Privilege: Manage Sales Party (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can update sales party a member of an access group associated to the account with delete access |
Role: Access Groups Enablement Privilege: Update Sales Party (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can update sales party a member of an access group associated to the account with update access |
Role: Access Groups Enablement Privilege: Update Sales Party (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can update sales party a member of an access group associated to the contact with delete access |
Role: Access Groups Enablement Privilege: Update Sales Party (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can update sales party a member of an access group associated to the contact with update access |
Role: Access Groups Enablement Privilege: Update Sales Party (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can update sales party a member of an access group associated to the household with delete access |
Role: Access Groups Enablement Privilege: Update Sales Party (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can update sales party a member of an access group associated to the household with update access |
Role: Access Groups Enablement Privilege: Update Sales Party (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view sales party a member of an access group associated to the account |
Role: Access Groups Enablement Privilege: View Sales Party (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view sales party a member of an access group associated to the contact |
Role: Access Groups Enablement Privilege: View Sales Party (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view sales party a member of an access group associated to the household |
Role: Access Groups Enablement Privilege: View Sales Party (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view sales party a member of an access group associated to the partner |
Role: Access Groups Enablement Privilege: View Sales Party (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view sales party a member of an access group associated to the partner contact |
Role: Access Groups Enablement Privilege: View Sales Party (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view sales party a member of an access group associated to the sales competitor |
Role: Access Groups Enablement Privilege: View Sales Party (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community contact a member of an access group associated to the contact |
Role: Access Groups Enablement Privilege: View Trading Community Contact (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community contact a member of an access group associated to the partner contact |
Role: Access Groups Enablement Privilege: View Trading Community Contact (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community contact for all trading community persons in the enterprise except contacts created by partners. |
Role: Contract Search and View Access Privilege: View Trading Community Contact (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community contact for all trading community persons in the enterprise except contacts created by partners. |
Role: Contract View Access Across All Contracts Privilege: View Trading Community Contact (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community contact for all trading community persons in the enterprise except contacts created by partners. |
Role: Customer Self-Service Administration Privilege: View Trading Community Contact (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community contact for all trading community persons in the enterprise except contacts created by partners. |
Role: Subscription Search and View Access Privilege: View Trading Community Contact (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community person for all people in the enterprise |
Role: Contract Search and View Access Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community person for all people in the enterprise |
Role: Customer Self-Service Administration Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community person for all people in the enterprise |
Role: Resource Administration Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community person for all people in the enterprise |
Role: Sales Forecasting Delegated Management Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community person for all people in the enterprise |
Role: Subscription Search and View Access Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community person for all people in the enterprise other than sales accounts and sales prospects. |
Role: Contract Search and View Access Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community person for all people in the enterprise other than sales accounts and sales prospects. |
Role: Resource Administration Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community person for all people in the enterprise other than sales accounts and sales prospects. |
Role: Sales Forecasting Delegated Management Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community person for all people in the enterprise other than sales accounts and sales prospects. |
Role: Subscription Search and View Access Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community person for all resources in the enterprise |
Role: Contract Search and View Access Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community person for all resources in the enterprise |
Role: Resource Administration Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community person for all resources in the enterprise |
Role: Sales Forecasting Delegated Management Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community person for all resources in the enterprise |
Role: Subscription Search and View Access Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Administrator can view trading community resource a member of an access group associated to the resource |
Role: Access Groups Enablement Privilege: View Trading Community Resource (Data) Resource: Trading Community Party |
Trading Community Person Address Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract Search and View Access Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
Trading Community Person Address Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract View Access Across All Contracts Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
Trading Community Person Address Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Customer Self-Service Administration Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
Trading Community Person Address Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Resource Administration Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
Trading Community Person Address Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Sales Forecasting Delegated Management Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
Trading Community Person Address Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Subscription Search and View Access Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
Trading Community Person Address Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract Search and View Access Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
Trading Community Person Address Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract View Access Across All Contracts Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
Trading Community Person Address Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Customer Self-Service Administration Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
Trading Community Person Address Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Resource Administration Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
Trading Community Person Address Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Sales Forecasting Delegated Management Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
Trading Community Person Address Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Subscription Search and View Access Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
Trading Community Person Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract Search and View Access Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
Trading Community Person Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract View Access Across All Contracts Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
Trading Community Person Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Customer Self-Service Administration Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
Trading Community Person Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Resource Administration Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
Trading Community Person Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Sales Forecasting Delegated Management Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
Trading Community Person Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Subscription Search and View Access Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
Trading Community Person Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract Search and View Access Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
Trading Community Person Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract View Access Across All Contracts Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
Trading Community Person Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Customer Self-Service Administration Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
Trading Community Person Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Resource Administration Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
Trading Community Person Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Sales Forecasting Delegated Management Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
Trading Community Person Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Subscription Search and View Access Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
Trading Community Relationship |
A Sales Administrator can view trading community relationship a member of an access group associated to the account |
Role: Access Groups Enablement Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
Trading Community Relationship |
A Sales Administrator can view trading community relationship a member of an access group associated to the contact |
Role: Access Groups Enablement Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
Trading Community Relationship |
A Sales Administrator can view trading community relationship a member of an access group associated to the household |
Role: Access Groups Enablement Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
Trading Community Relationship |
A Sales Administrator can view trading community relationship a member of an access group associated to the partner contact |
Role: Access Groups Enablement Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
Trading Community Relationship |
A Sales Administrator can view trading community relationship for all trading community relationships in the enterprise |
Role: Customer Self-Service Administration Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
Trading Community Relationship |
A Sales Administrator can view trading community relationship for all trading community relationships in the enterprise |
Role: Resource Administration Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
Trading Community Relationship |
A Sales Administrator can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners |
Role: Contract View Access Across All Contracts Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
Trading Community Resource Note |
A Sales Administrator can manage trading community resource notes for all resource notes |
Role: Resource Administration Privilege: Manage Trading Community Resource Notes (Data) Resource: Trading Community Resource Note |
Trading Community Resource Note |
A Sales Administrator can manage trading community resource notes for the resource notes for which they are the owner |
Role: Resource Administration Privilege: Manage Trading Community Resource Notes (Data) Resource: Trading Community Resource Note |
Trading Community Resource Note |
A Sales Administrator can view trading community resource notes for all resource notes |
Role: Resource Administration Privilege: View Trading Community Resource Notes (Data) Resource: Trading Community Resource Note |
Trading Community Resource Profile |
A Sales Administrator can manage trading community resource address a member of an access group associated to the resource with update access |
Role: Access Groups Enablement Privilege: Manage Trading Community Resource Address (Data) Resource: Trading Community Resource Profile |
Trading Community Resource Profile |
A Sales Administrator can manage trading community resource contact point information a member of an access group associated to the resource with update access |
Role: Access Groups Enablement Privilege: Manage Trading Community Resource Contact Point Information (Data) Resource: Trading Community Resource Profile |
Trading Community Resource Profile |
A Sales Administrator can manage trading community resource contact point information for all resource contacts in the enterprise |
Role: Resource Administration Privilege: Manage Trading Community Resource Contact Point Information (Data) Resource: Trading Community Resource Profile |
Trading Community Resource Profile |
A Sales Administrator can manage trading community resource skill a member of an access group associated to the resource with update access |
Role: Access Groups Enablement Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Profile |
Trading Community Resource Profile |
A Sales Administrator can manage trading community resource skill for all resource skills |
Role: Resource Administration Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Profile |
Trading Community Resource Profile |
A Sales Administrator can manage trading community resource skill for the resource skills of persons who they manage |
Role: Resource Administration Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Profile |
Trading Community Resource Profile |
A Sales Administrator can manage trading community resource skill for their resource skills |
Role: Resource Administration Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Profile |
Trading Community Resource Profile |
A Sales Administrator can remove trading community resource a member of an access group associated to the resource with delete access |
Role: Access Groups Enablement Privilege: Remove Trading Community Resource (Data) Resource: Trading Community Resource Profile |
Trading Community Resource Profile |
A Sales Administrator can remove trading community resource for all resources in the enterprise |
Role: Resource Administration Privilege: Remove Trading Community Resource (Data) Resource: Trading Community Resource Profile |
Trading Community Resource Profile |
A Sales Administrator can update trading community resource a member of an access group associated to the resource with full access |
Role: Access Groups Enablement Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource Profile |
Trading Community Resource Profile |
A Sales Administrator can update trading community resource for all resources in the enterprise |
Role: Resource Administration Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource Profile |
Trading Community Resource Profile |
A Sales Administrator can update trading community resource for their resource record |
Role: Resource Administration Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource Profile |
Trading Community Resource Sales Representative Setup |
A Sales Administrator can maintain trading community resource sales representative setup for the reference data sets for which they are authorized |
Role: Sales Administrator Privilege: Manage Trading Community Salesperson Setup (Data) Resource: Trading Community Resource Sales Representative Setup |
Trading Community Resource Sales Representative Setup |
A Sales Administrator can manage trading community salesperson setup for all the trading community salesperson setup data |
Role: Resource Administration Privilege: Manage Trading Community Salesperson Setup (Data) Resource: Trading Community Resource Sales Representative Setup |
Trading Community Resource Sales Representative Setup |
A Sales Administrator can manage trading community salesperson setup for the reference data sets for which they are authorized |
Role: Resource Administration Privilege: Manage Trading Community Salesperson Setup (Data) Resource: Trading Community Resource Sales Representative Setup |
Trading Community Resource Sales Representative Setup |
A Sales Administrator can view trading community resource sales representative setup for the reference data sets for which they are authorized |
Role: Sales Administrator Privilege: View Trading Community Salesperson Setup (Data) Resource: Trading Community Resource Sales Representative Setup |
Trading Community Resource Sales Representative Setup |
A Sales Administrator can view trading community salesperson setup for all the trading community salesperson setup data |
Role: Resource Administration Privilege: View Trading Community Salesperson Setup (Data) Resource: Trading Community Resource Sales Representative Setup |
Trading Community Resource Sales Representative Setup |
A Sales Administrator can view trading community salesperson setup for the reference data sets for which they are authorized |
Role: Resource Administration Privilege: View Trading Community Salesperson Setup (Data) Resource: Trading Community Resource Sales Representative Setup |
User |
A Sales Administrator can change user for persons in their person security profile. |
Role: Sales Administrator Privilege: Link User Account (Data) Resource: User |
User |
A Sales Administrator can change user for subordinates in their person security profile. |
Role: Sales Administrator Privilege: Link User Account (Data) Resource: User |
User |
A Sales Administrator can create user for persons in their person security profile. |
Role: Sales Administrator Privilege: Create User Name Data OBSOLETE Resource: User |
User |
A Sales Administrator can create user for subordinates in their person security profile. |
Role: Sales Administrator Privilege: Create User Name Data OBSOLETE Resource: User |
User |
A Sales Administrator can edit user for persons in their person security profile. |
Role: Sales Administrator Privilege: Edit User Name (Data) Resource: User |
User |
A Sales Administrator can edit user name for persons in their person security profile. |
Role: Edit User Name Privilege: Edit User Name (Data) Resource: User |
User |
A Sales Administrator can link user account for persons and assignments in their person and assignment security profile |
Role: Manage User Account Privilege: Link User Account (Data) Resource: User |
User |
A Sales Administrator can manage user accounts for persons and assignments in their person and assignment security profile |
Role: Manage User Account Privilege: Manage User Accounts (Data) Resource: User |
User |
A Sales Administrator can manage user for persons and assignments in their person and assignment security profile |
Role: Sales Administrator Privilege: Manage Users (Data) Resource: User |
User |
A Sales Administrator can view user accounts for persons and assignments in their person and assignment security profile |
Role: Manage User Account Privilege: View User Accounts (Data) Resource: User |
User Context Data |
A Sales Administrator can view user context data for all user context data in the enterprise |
Role: Sales Administrator Privilege: View User Context (Data) Resource: User Context Data |
User Role |
A Sales Administrator can view user role for persons and assignments in their person and assignment security profile |
Role: Sales Administrator Privilege: Assign User Roles (Data) Resource: User Role |
User Role |
A Sales Administrator can view user role for subordinates in their person and assignment security profile |
Role: Sales Administrator Privilege: Assign User Roles (Data) Resource: User Role |
Work Relationship |
A Sales Administrator can view work relationship for all people in the enterprise |
Role: Employee Resource Administration Privilege: View Work Relationship (Data) Resource: Work Relationship |
Work Terms |
A Sales Administrator can manage work term for all people in the enterprise |
Role: Employee Resource Administration Privilege: Manage Work Term (Data) Resource: Work Terms |
Worker |
A Sales Administrator can change worker working hour for all people in the enterprise |
Role: Employee Resource Administration Privilege: Change Worker Working Hour (Data) Resource: Worker |
Privacy
This table lists data security policies for privacy for the Sales Administrator job role.
Business Object | Policy Description | Policy Store Implementation |
---|---|---|
Trading Community Person Phone |
A Sales Administrator can manage trading community person mobile phone number for all trading community person mobile phone numbers |
Role: Customer Self-Service Administration Privilege: Manage Trading Community Person Mobile Phone Number Resource: Trading Community Person Phone |
Trading Community Person Phone |
A Sales Administrator can view trading community person mobile phone number for all trading community person mobile phone numbers |
Role: Customer Self-Service Administration Privilege: View Trading Community Person Mobile Phone Number Resource: Trading Community Person Phone |